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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$36.71
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX commentary
Jul 27, 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: 23.1B vs. FIVVX (527M). 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 : 1.63 vs. JVMRX (1.28). FIVVX (60.62) and JVMRX (58.56) 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 | 6.129 | 9.354 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 23.1B | 2% |
| Annual Yield % from dividends | 0.92 | 0.88 | 105% |
| Returns for 1 year | 1.63 | 1.28 | 127% |
| Returns for 3 years | 13.38 | 21.72 | 62% |
| Returns for 5 years | 60.62 | 58.56 | 104% |
| Returns for 10 years | -5.93 | 51.14 | -12% |
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