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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Macquarie Opportunity Instl
Price$37.32
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets509.7M
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX commentary
Nov 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. FIVUX (510M). FIVUX pays higher dividends than JVMIX: FIVUX (0.98) vs JVMIX (0.75). 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 : -5.05 vs. JVMIX (-6.42). FIVUX return over 5 years is better than : 36.94 vs. JVMIX (32.85).
| 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 | 9.027 | 7.829 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 23.5B | 2% |
| Annual Yield % from dividends | 0.98 | 0.75 | 130% |
| Returns for 1 year | -5.05 | -6.42 | 79% |
| Returns for 3 years | 11.74 | 12.74 | 92% |
| Returns for 5 years | 36.94 | 32.85 | 112% |
| Returns for 10 years | -1.35 | 45.13 | -3% |
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