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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Macquarie Opportunity Instl
Price$37.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets526.77M
JHancock Disciplined Value Mid Cap I
Price$29.97
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24B vs. FIVUX (527M). FIVUX pays higher dividends than JVMIX: FIVUX (1.03) vs JVMIX (0.76). FIVUX was incepted earlier than JVMIX: FIVUX (12 years) vs JVMIX (28 years). FIVUX (0.94) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMIX: FIVUX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.79 vs. FIVUX (-0.20). FIVUX (52.70) and JVMIX (52.56) have equivalent 5 years return.
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.94 | 0.86 | 109% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 8.618 | 11.429 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 24B | 2% |
| Annual Yield % from dividends | 1.03 | 0.76 | 134% |
| Returns for 1 year | -0.20 | 0.79 | -25% |
| Returns for 3 years | 12.47 | 20.69 | 60% |
| Returns for 5 years | 52.70 | 52.56 | 100% |
| Returns for 10 years | -1.15 | 57.89 | -2% |
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