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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$35.86
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets517.08M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.32B
FIVUX vs JVMRX Comparison Chart in %
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FIVUX vs. JVMRX commentary
Aug 08, 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: 23.3B vs. FIVUX (517M). 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 (0.76). 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 : 3.71 vs. FIVUX (2.84). JVMRX (52.18) and FIVUX (50.13) 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 | 4.762 | 8.203 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 23.3B | 2% |
| Annual Yield % from dividends | 1.03 | 0.86 | 119% |
| Returns for 1 year | 2.84 | 3.71 | 77% |
| Returns for 3 years | 9.13 | 16.84 | 54% |
| Returns for 5 years | 50.13 | 52.18 | 96% |
| Returns for 10 years | -8.00 | 47.32 | -17% |
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