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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$37.66
Change-$0.30 (-0.79%)
VolumeN/A
Net Assets528.35M
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change-$0.20 (-0.66%)
VolumeN/A
Net Assets24.26B
FIVUX vs JVMRX Comparison Chart in %
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FIVUX vs. JVMRX commentary
Oct 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: 24.3B vs. FIVUX (528M). FIVUX pays higher dividends than JVMRX: FIVUX (0.98) vs JVMRX (0.84). 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 : 0.35 vs. JVMRX (-0.35). FIVUX (52.16) and JVMRX (50.09) have equivalent 5 years return.
| 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 | 10.897 | 11.878 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 24.3B | 2% |
| Annual Yield % from dividends | 0.98 | 0.84 | 117% |
| Returns for 1 year | 0.35 | -0.35 | -98% |
| Returns for 3 years | 24.70 | 30.79 | 80% |
| Returns for 5 years | 52.16 | 50.09 | 104% |
| Returns for 10 years | 0.65 | 55.99 | 1% |
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