Interact to see
Advertisement
Advertisement
FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Macquarie Opportunity Instl
Price$37.66
Change-$0.30 (-0.79%)
VolumeN/A
Net Assets528.35M
JHancock Disciplined Value Mid Cap I
Price$29.93
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets24.26B
FIVUX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FIVUX (528M). FIVUX pays higher dividends than JVMIX: FIVUX (0.98) vs JVMIX (0.74). FIVUX was incepted earlier than JVMIX: FIVUX (13 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). FIVUX annual gain was more profitable for investors over the last year : 0.35 vs. JVMIX (-0.50). FIVUX return over 5 years is better than : 52.16 vs. JVMIX (49.60).
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.94 | 0.86 | 109% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 10.897 | 11.763 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 24.3B | 2% |
| Annual Yield % from dividends | 0.98 | 0.74 | 133% |
| Returns for 1 year | 0.35 | -0.50 | -70% |
| Returns for 3 years | 24.70 | 30.48 | 81% |
| Returns for 5 years | 52.16 | 49.60 | 105% |
| Returns for 10 years | 0.65 | 55.01 | 1% |
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 | |||