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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$33.16
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets512.05M
JHancock Disciplined Value Mid Cap R6
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
FIVUX vs JVMRX Comparison Chart
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FIVUX vs. JVMRX commentary
Apr 03, 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: 21.1B vs. FIVUX (512M). FIVUX pays higher dividends than JVMRX: FIVUX (1.12) vs JVMRX (0.94). 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 (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 : -8.12 vs. JVMRX (-8.55). FIVUX (88.96) and JVMRX (88.72) 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 | -4.411 | -1.188 | 371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 21.1B | 2% |
| Annual Yield % from dividends | 1.12 | 0.94 | 119% |
| Returns for 1 year | -8.12 | -8.55 | 95% |
| Returns for 3 years | -8.10 | -1.65 | 492% |
| Returns for 5 years | 88.96 | 88.72 | 100% |
| Returns for 10 years | -18.29 | 34.08 | -54% |
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