Interact to see
Advertisement
Advertisement
FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$37.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets526.77M
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
FIVUX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. FIVUX (527M). FIVUX pays higher dividends than JVMRX: FIVUX (1.03) vs JVMRX (0.86). FIVUX was incepted earlier than JVMRX: FIVUX (12 years) vs JVMRX (14 years). FIVUX (0.94) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMRX: FIVUX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.90 vs. FIVUX (-0.20). JVMRX (53.09) and FIVUX (52.70) have equivalent 5 years return.
| FIVUX | JVMRX | FIVUX / JVMRX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.618 | 11.507 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 24B | 2% |
| Annual Yield % from dividends | 1.03 | 0.86 | 119% |
| Returns for 1 year | -0.20 | 0.90 | -22% |
| Returns for 3 years | 12.47 | 20.98 | 59% |
| Returns for 5 years | 52.70 | 53.09 | 99% |
| Returns for 10 years | -1.15 | 58.84 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement