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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$33.96
Change-$0.76 (-2.19%)
VolumeN/A
Net AssetsN/A
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
FIVUX vs JVMRX Comparison Chart
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FIVUX vs. JVMRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIVUX (0.98) and JVMRX (0.93) have matching dividends . FIVUX was incepted earlier than JVMRX: FIVUX (12 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. FIVUX (11.00). 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 : -0.17 vs. JVMRX (-1.71). JVMRX return over 5 years is better than : 25.72 vs. FIVUX (19.58).
| FIVUX | JVMRX | FIVUX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -0.789 | 2.079 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 22.5B | - |
| Annual Yield % from dividends | 0.98 | 0.93 | 104% |
| Returns for 1 year | -0.17 | -1.71 | 10% |
| Returns for 3 years | -2.16 | 4.02 | -54% |
| Returns for 5 years | 19.58 | 25.72 | 76% |
| Returns for 10 years | -14.49 | 38.31 | -38% |
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