FIVUX
Price
$34.10
Change
+$0.09 (+0.26%)
Updated
Jun 18 closing price
Net Assets
513.22M
JVMCX
Price
$25.98
Change
+$0.06 (+0.23%)
Updated
Jun 18 closing price
Net Assets
21.57B
Interact to see
Advertisement

FIVUX vs JVMCX

Header iconFIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCXBanner chart's image
Macquarie Opportunity Instl
Price$34.10
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets513.22M
JHancock Disciplined Value Mid Cap C
Price$25.98
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets21.57B
FIVUX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FIVUX vs. JVMCX commentary
Jun 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.6B vs. FIVUX (513M). FIVUX pays higher dividends than JVMCX: FIVUX (1.08) 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 : -1.88 vs. JVMCX (-3.78). FIVUX return over 5 years is better than : 50.73 vs. JVMCX (45.98).
FIVUXJVMCXFIVUX / JVMCX
Total Expense Ratio0.861.8746%
Annual Report Gross Expense Ratio0.941.8850%
Fund Existence12 years14 years-
Gain YTD-0.6432.688-24%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets513M21.6B2%
Annual Yield % from dividends1.080.00-
Returns for 1 year-1.88-3.7850%
Returns for 3 years13.5518.0675%
Returns for 5 years50.7345.98110%
Returns for 10 years-17.3125.47-68%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
STX.X0.6274120.010888
+1.77%
Stacks cryptocurrency
BTCST.X0.0252940.000396
+1.59%
Bitcoin Standard Hashrate Token cryptocurrency
CELO.X0.2890750.003219
+1.13%
Celo cryptocurrency
CYBER.X1.3234560.000356
+0.03%
Cyber cryptocurrency
ALCX.X7.654737-0.074483
-0.96%
Alchemix cryptocurrency