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FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
Open Charts FIVVX vs JVMIX
Macquarie Opportunity R6
Price$37.74
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets509.7M
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
FIVVX vs JVMIX Comparison Chart in %
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FIVVX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. FIVVX (510M). FIVVX pays higher dividends than JVMIX: FIVVX (0.86) vs JVMIX (0.75). FIVVX was incepted earlier than JVMIX: FIVVX (13 years) vs JVMIX (28 years). FIVVX (0.87) and JVMIX (0.86) 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). FIVVX annual gain was more profitable for investors over the last year : -4.86 vs. JVMIX (-6.42). FIVVX return over 5 years is better than : 38.35 vs. JVMIX (32.85).
| FIVVX | JVMIX | FIVVX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 9.107 | 7.829 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 23.5B | 2% |
| Annual Yield % from dividends | 0.86 | 0.75 | 115% |
| Returns for 1 year | -4.86 | -6.42 | 76% |
| Returns for 3 years | 11.34 | 12.74 | 89% |
| Returns for 5 years | 38.35 | 32.85 | 117% |
| Returns for 10 years | -0.22 | 45.13 | -0% |
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