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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$32.30
Change+$0.58 (+1.83%)
VolumeN/A
Net Assets477.11M
JHancock Disciplined Value Mid Cap R6
Price$25.65
Change+$0.44 (+1.75%)
VolumeN/A
Net Assets19.84B
FIVVX vs JVMRX Comparison Chart
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FIVVX vs. JVMRX commentary
Apr 25, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.8B vs. FIVVX (477M). FIVVX (0.98) and JVMRX (0.94) have matching dividends . FIVVX was incepted earlier than JVMRX: FIVVX (12 years) vs JVMRX (14 years). FIVVX (0.87) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FIVVX (11.00). FIVVX has a lower initial minimum investment than JVMRX: FIVVX (0) vs JVMRX (1000000). FIVVX annual gain was more profitable for investors over the last year : -9.30 vs. JVMRX (-10.81). FIVVX return over 5 years is better than : 58.24 vs. JVMRX (54.49).
| FIVVX | JVMRX | FIVVX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.75 | 104% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -8.297 | -6.422 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 19.8B | 2% |
| Annual Yield % from dividends | 0.98 | 0.94 | 104% |
| Returns for 1 year | -9.30 | -10.81 | 86% |
| Returns for 3 years | -9.43 | -4.15 | 227% |
| Returns for 5 years | 58.24 | 54.49 | 107% |
| Returns for 10 years | -20.82 | 26.37 | -79% |
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