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FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
Open Charts FIVVX vs JVMIX
Macquarie Opportunity R6
Price$36.61
Change-$0.19 (-0.52%)
VolumeN/A
Net Assets522.6M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.76B
FIVVX vs JVMIX Comparison Chart in %
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FIVVX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. FIVVX (523M). FIVVX pays higher dividends than JVMIX: FIVVX (0.90) vs JVMIX (0.76). FIVVX was incepted earlier than JVMIX: FIVVX (12 years) vs JVMIX (28 years). JVMIX (0.88) and FIVVX (0.87) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than JVMIX: FIVVX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.55 vs. FIVVX (-0.31). JVMIX (51.28) and FIVVX (50.88) have equivalent 5 years return.
| FIVVX | JVMIX | FIVVX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.87 | 90% |
| Annual Report Gross Expense Ratio | 0.87 | 0.88 | 99% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 5.840 | 9.833 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.8B | 2% |
| Annual Yield % from dividends | 0.90 | 0.76 | 118% |
| Returns for 1 year | -0.31 | 1.55 | -20% |
| Returns for 3 years | 3.70 | 12.77 | 29% |
| Returns for 5 years | 50.88 | 51.28 | 99% |
| Returns for 10 years | -7.13 | 46.43 | -15% |
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