Interact to see
Advertisement
Advertisement
FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$36.30
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets526.42M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.47B
FIVVX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVVX vs. JVMRX commentary
Jul 04, 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: 22.5B vs. FIVVX (526M). FIVVX (0.92) and JVMRX (0.88) 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: 49.00 vs. FIVVX (17.00). 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 : 4.06 vs. JVMRX (2.92). JVMRX (62.26) and FIVVX (62.01) have equivalent 5 years return.
| 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 | 4.250 | 7.795 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 22.5B | 2% |
| Annual Yield % from dividends | 0.92 | 0.88 | 105% |
| Returns for 1 year | 4.06 | 2.92 | 139% |
| Returns for 3 years | 14.74 | 23.34 | 63% |
| Returns for 5 years | 62.01 | 62.26 | 100% |
| Returns for 10 years | -9.24 | 48.33 | -19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHB | 24.14 | 0.19 | +0.79% |
| Schwab US Broad Market ETF™ | |||
| XOMO | 12.89 | 0.09 | +0.70% |
| YieldMax XOM Option Income Strategy ETF | |||
| DMXF | 74.53 | 0.21 | +0.28% |
| iShares ESG Advanced MSCI EAFE ETF | |||
| FXZ | 59.73 | -0.08 | -0.13% |
| First Trust Materials AlphaDEX® ETF | |||
| SDP | 13.88 | -0.23 | -1.60% |
| ProShares UltraShort Utilities | |||