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FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCX
Macquarie Opportunity Instl
Price$37.32
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets509.7M
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
FIVUX vs JVMCX Comparison Chart in %
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FIVUX vs. JVMCX commentary
Nov 20, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. FIVUX (510M). FIVUX pays higher dividends than JVMCX: FIVUX (0.98) vs JVMCX (0.00). FIVUX was incepted earlier than JVMCX: FIVUX (13 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 : -5.05 vs. JVMCX (-7.96). FIVUX return over 5 years is better than : 36.94 vs. JVMCX (26.91).
| FIVUX | JVMCX | FIVUX / JVMCX | |
| Total Expense Ratio | 0.86 | 1.85 | 46% |
| Annual Report Gross Expense Ratio | 0.94 | 1.86 | 51% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 9.027 | 6.877 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 23.5B | 2% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | -5.05 | -7.96 | 63% |
| Returns for 3 years | 11.74 | 9.36 | 125% |
| Returns for 5 years | 36.94 | 26.91 | 137% |
| Returns for 10 years | -1.35 | 32.70 | -4% |
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