Interact to see
Advertisement
Advertisement
FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCX
Macquarie Opportunity Instl
Price$37.66
Change-$0.30 (-0.79%)
VolumeN/A
Net Assets528.35M
JHancock Disciplined Value Mid Cap C
Price$27.89
Change-$0.18 (-0.64%)
VolumeN/A
Net Assets24.26B
FIVUX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. JVMCX commentary
Oct 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: 24.3B vs. FIVUX (528M). 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 : 0.35 vs. JVMCX (-2.09). FIVUX return over 5 years is better than : 52.16 vs. JVMCX (42.94).
| 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 | 10.897 | 10.949 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 24.3B | 2% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | 0.35 | -2.09 | -17% |
| Returns for 3 years | 24.70 | 26.63 | 93% |
| Returns for 5 years | 52.16 | 42.94 | 121% |
| Returns for 10 years | 0.65 | 41.72 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EVN | 10.85 | 0.07 | +0.65% |
| Eaton Vance Municipal Income Trust | |||
| VGUS | 75.47 | 0.01 | +0.01% |
| Vanguard Ultra-Short Treasury ETF | |||
| GCAD | 46.18 | -0.17 | -0.37% |
| Gabelli Commercial Aerospace & Dfns ETF | |||
| GSUS | 92.76 | -0.41 | -0.44% |
| Goldman Sachs MarketBeta US Equity ETF | |||
| KURE | 21.28 | -0.16 | -0.75% |
| KraneShares MSCI All China Hlth Care ETF | |||