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FIVVX vs JVMCX
FIVVX vs JVMCX Comparison
Open Charts FIVVX vs JVMCX
Macquarie Opportunity R6
Price$36.61
Change-$0.19 (-0.52%)
VolumeN/A
Net Assets522.6M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.76B
FIVVX vs JVMCX Comparison Chart in %
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FIVVX vs. JVMCX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.8B vs. FIVVX (523M). FIVVX pays higher dividends than JVMCX: FIVVX (0.90) 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). JVMCX annual gain was more profitable for investors over the last year : -0.11 vs. FIVVX (-0.31). FIVVX return over 5 years is better than : 50.88 vs. JVMCX (44.48).
| 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 | 5.840 | 9.170 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.8B | 2% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -0.31 | -0.11 | 290% |
| Returns for 3 years | 3.70 | 9.40 | 39% |
| Returns for 5 years | 50.88 | 44.48 | 114% |
| Returns for 10 years | -7.13 | 33.90 | -21% |
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