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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$37.61
Change+$0.42 (+1.13%)
VolumeN/A
Net Assets526.6M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX commentary
Sep 06, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FIVVX (527M). FIVVX (0.87) and JVMRX (0.84) 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 (0.75). 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). JVMRX annual gain was more profitable for investors over the last year : 2.98 vs. FIVVX (1.78). FIVVX (55.69) and JVMRX (55.35) have equivalent 5 years return.
| FIVVX | JVMRX | FIVVX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.74 | 105% |
| Annual Report Gross Expense Ratio | 0.87 | 0.75 | 116% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.731 | 12.027 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 24.3B | 2% |
| Annual Yield % from dividends | 0.87 | 0.84 | 104% |
| Returns for 1 year | 1.78 | 2.98 | 60% |
| Returns for 3 years | 16.23 | 25.16 | 65% |
| Returns for 5 years | 55.69 | 55.35 | 101% |
| Returns for 10 years | -0.21 | 59.50 | -0% |
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