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FIVVX vs JVMCX
FIVVX vs JVMCX Comparison
Open Charts FIVVX vs JVMCX
Macquarie Opportunity R6
Price$37.61
Change+$0.42 (+1.13%)
VolumeN/A
Net Assets526.6M
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.3B
FIVVX vs JVMCX Comparison Chart in %
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FIVVX vs. JVMCX commentary
Sep 06, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. FIVVX (527M). FIVVX pays higher dividends than JVMCX: FIVVX (0.87) vs JVMCX (0.00). FIVVX was incepted earlier than JVMCX: FIVVX (12 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FIVVX (0.87). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than JVMCX: FIVVX (0) vs JVMCX (1000). FIVVX annual gain was more profitable for investors over the last year : 1.78 vs. JVMCX (1.15). FIVVX return over 5 years is better than : 55.69 vs. JVMCX (47.92).
| FIVVX | JVMCX | FIVVX / JVMCX | |
| Total Expense Ratio | 0.78 | 1.85 | 42% |
| Annual Report Gross Expense Ratio | 0.87 | 1.86 | 47% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.731 | 11.186 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 24.3B | 2% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 1.78 | 1.15 | 154% |
| Returns for 3 years | 16.23 | 21.16 | 77% |
| Returns for 5 years | 55.69 | 47.92 | 116% |
| Returns for 10 years | -0.21 | 44.95 | -0% |
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