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FIVVX vs JVMCX
FIVVX vs JVMCX Comparison
Open Charts FIVVX vs JVMCX
Macquarie Opportunity R6
Price$37.74
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets509.7M
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
FIVVX vs JVMCX Comparison Chart in %
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FIVVX vs. JVMCX commentary
Nov 20, 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 JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. FIVVX (510M). FIVVX pays higher dividends than JVMCX: FIVVX (0.86) vs JVMCX (0.00). FIVVX was incepted earlier than JVMCX: FIVVX (13 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 : -4.86 vs. JVMCX (-7.96). FIVVX return over 5 years is better than : 38.35 vs. JVMCX (26.91).
| FIVVX | JVMCX | FIVVX / JVMCX | |
| Total Expense Ratio | 0.78 | 1.85 | 42% |
| Annual Report Gross Expense Ratio | 0.87 | 1.86 | 47% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 9.107 | 6.877 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 23.5B | 2% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -4.86 | -7.96 | 61% |
| Returns for 3 years | 11.34 | 9.36 | 121% |
| Returns for 5 years | 38.35 | 26.91 | 143% |
| Returns for 10 years | -0.22 | 32.70 | -1% |
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