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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$37.32
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets509.7M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FIVUX vs JVMRX Comparison Chart in %
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FIVUX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. FIVUX (510M). FIVUX pays higher dividends than JVMRX: FIVUX (0.98) vs JVMRX (0.85). FIVUX was incepted earlier than JVMRX: FIVUX (13 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). FIVUX annual gain was more profitable for investors over the last year : -5.05 vs. JVMRX (-6.35). FIVUX return over 5 years is better than : 36.94 vs. JVMRX (33.25).
| FIVUX | JVMRX | FIVUX / JVMRX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 9.027 | 7.906 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 23.5B | 2% |
| Annual Yield % from dividends | 0.98 | 0.85 | 115% |
| Returns for 1 year | -5.05 | -6.35 | 80% |
| Returns for 3 years | 11.74 | 12.97 | 90% |
| Returns for 5 years | 36.94 | 33.25 | 111% |
| Returns for 10 years | -1.35 | 46.00 | -3% |
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