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FIVUX vs JVMSX
FIVUX vs JVMSX Comparison
Open Charts FIVUX vs JVMSX
Macquarie Opportunity Instl
Price$33.16
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets512.05M
JHancock Disciplined Value Mid Cap R2
Price$26.76
Change+$0.31 (+1.17%)
VolumeN/A
Net Assets21.11B
FIVUX vs JVMSX Comparison Chart
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FIVUX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.1B vs. FIVUX (512M). FIVUX pays higher dividends than JVMSX: FIVUX (1.12) vs JVMSX (0.45). FIVUX was incepted earlier than JVMSX: FIVUX (12 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FIVUX (0.94). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FIVUX (11.00). FIVUX (0) and JVMSX (0) have matching initial minimum investment requirements. FIVUX annual gain was more profitable for investors over the last year : -8.12 vs. JVMSX (-9.08). FIVUX (88.96) and JVMSX (85.53) have equivalent 5 years return.
| FIVUX | JVMSX | FIVUX / JVMSX | |
| Total Expense Ratio | 0.86 | 1.25 | 69% |
| Annual Report Gross Expense Ratio | 0.94 | 1.26 | 75% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -4.411 | -1.343 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 21.1B | 2% |
| Annual Yield % from dividends | 1.12 | 0.45 | 250% |
| Returns for 1 year | -8.12 | -9.08 | 89% |
| Returns for 3 years | -8.10 | -2.77 | 293% |
| Returns for 5 years | 88.96 | 85.53 | 104% |
| Returns for 10 years | -18.29 | 29.84 | -61% |
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