FIVUX
Price
$31.81
Change
-$0.15 (-0.47%)
Updated
Apr 25 closing price
Net Assets
489.19M
JVMRX
Price
$25.55
Change
-$0.10 (-0.39%)
Updated
Apr 25 closing price
Net Assets
20.07B
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FIVUX vs JVMRX

Header iconFIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRXBanner chart's image
Macquarie Opportunity Instl
Price$31.81
Change-$0.15 (-0.47%)
VolumeN/A
Net Assets489.19M
JHancock Disciplined Value Mid Cap R6
Price$25.55
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets20.07B
FIVUX vs JVMRX Comparison Chart
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FIVUX vs. JVMRX commentary
Apr 28, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.1B vs. FIVUX (489M). 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 : -8.02 vs. JVMRX (-9.39). FIVUX (58.76) and JVMRX (56.57) have equivalent 5 years return.
FIVUXJVMRXFIVUX / JVMRX
Total Expense Ratio0.860.75115%
Annual Report Gross Expense Ratio0.940.76124%
Fund Existence12 years14 years-
Gain YTD-7.070-5.160137%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets489M20.1B2%
Annual Yield % from dividends1.120.94119%
Returns for 1 year-8.02-9.3985%
Returns for 3 years-5.53-0.71782%
Returns for 5 years58.7656.57104%
Returns for 10 years-20.6628.02-74%
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