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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$31.58
Change-$1.93 (-5.76%)
VolumeN/A
Net Assets518.65M
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
FIVVX vs JVMRX Comparison Chart
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FIVVX vs. JVMRX commentary
Apr 05, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. FIVVX (519M). 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 : -7.20 vs. JVMRX (-7.83). FIVVX (93.43) and JVMRX (90.92) 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 | -3.122 | -0.037 | 8,411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 21.4B | 2% |
| Annual Yield % from dividends | 0.98 | 0.94 | 104% |
| Returns for 1 year | -7.20 | -7.83 | 92% |
| Returns for 3 years | -6.76 | -0.32 | 2,105% |
| Returns for 5 years | 93.43 | 90.92 | 103% |
| Returns for 10 years | -16.73 | 34.80 | -48% |
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