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FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCX
Macquarie Opportunity Instl
Price$37.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets526.77M
JHancock Disciplined Value Mid Cap C
Price$27.95
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets24.02B
FIVUX vs JVMCX Comparison Chart in %
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FIVUX vs. JVMCX commentary
Aug 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVUX is a StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24B vs. FIVUX (527M). FIVUX pays higher dividends than JVMCX: FIVUX (1.03) vs JVMCX (0.00). FIVUX was incepted earlier than JVMCX: FIVUX (12 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FIVUX (0.94). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMCX: FIVUX (0) vs JVMCX (1000). FIVUX annual gain was more profitable for investors over the last year : -0.20 vs. JVMCX (-0.88). FIVUX return over 5 years is better than : 52.70 vs. JVMCX (45.76).
| FIVUX | JVMCX | FIVUX / JVMCX | |
| Total Expense Ratio | 0.86 | 1.85 | 46% |
| Annual Report Gross Expense Ratio | 0.94 | 1.86 | 51% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.618 | 10.711 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 24B | 2% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | -0.20 | -0.88 | 23% |
| Returns for 3 years | 12.47 | 17.07 | 73% |
| Returns for 5 years | 52.70 | 45.76 | 115% |
| Returns for 10 years | -1.15 | 44.40 | -3% |
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