FIVUX
Price
$35.86
Change
-$0.03 (-0.08%)
Updated
Aug 6 closing price
Net Assets
517.08M
JVMIX
Price
$29.06
Change
-$0.08 (-0.27%)
Updated
Aug 6 closing price
Net Assets
23.32B
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FIVUX vs JVMIX

Header iconFIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIXBanner chart's image
Macquarie Opportunity Instl
Price$35.86
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets517.08M
JHancock Disciplined Value Mid Cap I
Price$29.06
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.32B
FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX 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 JVMIX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. FIVUX (517M). 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 (0.88). 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 : 3.56 vs. FIVUX (2.84). JVMIX (51.66) and FIVUX (50.13) have equivalent 5 years return.
FIVUXJVMIXFIVUX / JVMIX
Total Expense Ratio0.860.8799%
Annual Report Gross Expense Ratio0.940.88107%
Fund Existence12 years28 years-
Gain YTD4.7628.12659%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets517M23.3B2%
Annual Yield % from dividends1.030.76134%
Returns for 1 year2.843.5680%
Returns for 3 years9.1316.5655%
Returns for 5 years50.1351.6697%
Returns for 10 years-8.0046.44-17%
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