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FIVVX vs JVMAX
FIVVX vs JVMAX Comparison
Open Charts FIVVX vs JVMAX
Macquarie Opportunity R6
Price$31.58
Change-$1.93 (-5.76%)
VolumeN/A
Net Assets518.65M
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
FIVVX vs JVMAX Comparison Chart
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FIVVX vs. JVMAX commentary
Apr 05, 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 FIVVX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. FIVVX (519M). FIVVX pays higher dividends than JVMAX: FIVVX (0.98) vs JVMAX (0.61). FIVVX was incepted earlier than JVMAX: FIVVX (12 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than FIVVX (0.87). JVMAX is a more actively managed with annual turnover of: 47.00 vs. FIVVX (11.00). FIVVX has a lower initial minimum investment than JVMAX: FIVVX (0) vs JVMAX (1000). FIVVX annual gain was more profitable for investors over the last year : -7.20 vs. JVMAX (-8.70). FIVVX return over 5 years is better than : 93.43 vs. JVMAX (86.30).
| FIVVX | JVMAX | FIVVX / JVMAX | |
| Total Expense Ratio | 0.78 | 1.12 | 70% |
| Annual Report Gross Expense Ratio | 0.87 | 1.13 | 77% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -3.122 | -0.118 | 2,646% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 21.4B | 2% |
| Annual Yield % from dividends | 0.98 | 0.61 | 160% |
| Returns for 1 year | -7.20 | -8.70 | 83% |
| Returns for 3 years | -6.76 | -2.01 | 337% |
| Returns for 5 years | 93.43 | 86.30 | 108% |
| Returns for 10 years | -16.73 | 28.82 | -58% |
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