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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$36.61
Change-$0.19 (-0.52%)
VolumeN/A
Net Assets522.6M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FIVVX (523M). FIVVX (0.90) and JVMRX (0.86) 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). JVMRX annual gain was more profitable for investors over the last year : 0.87 vs. FIVVX (-0.31). FIVVX (50.88) and JVMRX (50.62) 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 | 5.840 | 9.057 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.6B | 2% |
| Annual Yield % from dividends | 0.90 | 0.86 | 105% |
| Returns for 1 year | -0.31 | 0.87 | -36% |
| Returns for 3 years | 3.70 | 12.17 | 30% |
| Returns for 5 years | 50.88 | 50.62 | 101% |
| Returns for 10 years | -7.13 | 46.16 | -15% |
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