FIVVX
Price
$36.30
Change
+$0.24 (+0.67%)
Updated
Jul 3 closing price
Net Assets
526.42M
JVMCX
Price
$27.30
Change
+$0.17 (+0.63%)
Updated
Jul 3 closing price
Net Assets
22.47B
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FIVVX vs JVMCX

Header iconFIVVX vs JVMCX Comparison
Open Charts FIVVX vs JVMCXBanner chart's image
Macquarie Opportunity R6
Price$36.30
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets526.42M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.47B
FIVVX vs JVMCX Comparison Chart in %
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FIVVX vs. JVMCX commentary
Jul 04, 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 JVMCX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. FIVVX (526M). FIVVX pays higher dividends than JVMCX: FIVVX (0.92) vs JVMCX (0.00). FIVVX was incepted earlier than JVMCX: FIVVX (12 years) vs JVMCX (14 years). JVMCX (1.88) 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 : 4.06 vs. JVMCX (1.16). FIVVX return over 5 years is better than : 62.01 vs. JVMCX (54.52).
FIVVXJVMCXFIVVX / JVMCX
Total Expense Ratio0.781.8742%
Annual Report Gross Expense Ratio0.871.8846%
Fund Existence12 years14 years-
Gain YTD4.2507.23359%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets526M22.5B2%
Annual Yield % from dividends0.920.00-
Returns for 1 year4.061.16351%
Returns for 3 years14.7419.3876%
Returns for 5 years62.0154.52114%
Returns for 10 years-9.2434.79-27%
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