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FIVVX vs JVMCX
FIVVX vs JVMCX Comparison
Open Charts FIVVX vs JVMCX
Macquarie Opportunity R6
Price$34.73
Change+$0.39 (+1.14%)
VolumeN/A
Net Assets514.39M
JHancock Disciplined Value Mid Cap C
Price$26.03
Change+$0.25 (+0.97%)
VolumeN/A
Net Assets21.45B
FIVVX vs JVMCX Comparison Chart
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FIVVX vs. JVMCX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. FIVVX (514M). FIVVX pays higher dividends than JVMCX: FIVVX (0.95) 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: 47.00 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 : -0.97 vs. JVMCX (-4.66). FIVVX return over 5 years is better than : 42.27 vs. JVMCX (33.39).
| FIVVX | JVMCX | FIVVX / JVMCX | |
| Total Expense Ratio | 0.78 | 1.87 | 42% |
| Annual Report Gross Expense Ratio | 0.87 | 1.88 | 46% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 0.405 | 1.897 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | -0.97 | -4.66 | 21% |
| Returns for 3 years | -2.84 | 1.47 | -193% |
| Returns for 5 years | 42.27 | 33.39 | 127% |
| Returns for 10 years | -13.80 | 25.96 | -53% |
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