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FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCX
Macquarie Opportunity Instl
Price$35.86
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets517.08M
JHancock Disciplined Value Mid Cap C
Price$27.12
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets23.32B
FIVUX vs JVMCX Comparison Chart in %
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FIVUX vs. JVMCX commentary
Aug 08, 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 Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.3B vs. FIVUX (517M). 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 (1.88) 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 : 2.84 vs. JVMCX (1.87). FIVUX return over 5 years is better than : 50.13 vs. JVMCX (44.93).
| FIVUX | JVMCX | FIVUX / JVMCX | |
| Total Expense Ratio | 0.86 | 1.87 | 46% |
| Annual Report Gross Expense Ratio | 0.94 | 1.88 | 50% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.762 | 7.510 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 23.3B | 2% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 2.84 | 1.87 | 152% |
| Returns for 3 years | 9.13 | 13.07 | 70% |
| Returns for 5 years | 50.13 | 44.93 | 112% |
| Returns for 10 years | -8.00 | 33.95 | -24% |
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