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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$34.37
Change+$0.39 (+1.15%)
VolumeN/A
Net Assets514.39M
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
FIVUX vs JVMRX Comparison Chart
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FIVUX vs. JVMRX commentary
Jun 07, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. FIVUX (514M). FIVUX pays higher dividends than JVMRX: FIVUX (1.08) vs JVMRX (0.91). FIVUX was incepted earlier than JVMRX: FIVUX (12 years) vs JVMRX (14 years). FIVUX (0.94) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : -1.12 vs. JVMRX (-2.97). FIVUX (40.88) and JVMRX (40.13) have equivalent 5 years return.
| FIVUX | JVMRX | FIVUX / JVMRX | |
| Total Expense Ratio | 0.86 | 0.75 | 115% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 0.409 | 2.376 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 1.08 | 0.91 | 119% |
| Returns for 1 year | -1.12 | -2.97 | 38% |
| Returns for 3 years | -2.47 | 4.82 | -51% |
| Returns for 5 years | 40.88 | 40.13 | 102% |
| Returns for 10 years | -14.75 | 38.58 | -38% |
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