FIVVX
Price
$32.30
Change
+$0.58 (+1.83%)
Updated
Apr 24 closing price
Net Assets
477.11M
JVMAX
Price
$24.17
Change
+$0.40 (+1.68%)
Updated
Apr 24 closing price
Net Assets
19.84B
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FIVVX vs JVMAX

Header iconFIVVX vs JVMAX Comparison
Open Charts FIVVX vs JVMAXBanner chart's image
Macquarie Opportunity R6
Price$32.30
Change+$0.58 (+1.83%)
VolumeN/A
Net Assets477.11M
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
FIVVX vs JVMAX Comparison Chart
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FIVVX vs. JVMAX commentary
Apr 25, 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 Buy and JVMAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. FIVVX (477M). 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 : -9.30 vs. JVMAX (-11.62). FIVVX return over 5 years is better than : 58.24 vs. JVMAX (50.79).
FIVVXJVMAXFIVVX / JVMAX
Total Expense Ratio0.781.1270%
Annual Report Gross Expense Ratio0.871.1377%
Fund Existence12 years28 years-
Gain YTD-8.297-6.491128%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets477M19.8B2%
Annual Yield % from dividends0.980.61160%
Returns for 1 year-9.30-11.6280%
Returns for 3 years-9.43-5.75164%
Returns for 5 years58.2450.79115%
Returns for 10 years-20.8220.78-100%
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