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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$38.27
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets524.07M
JHancock Disciplined Value Mid Cap R6
Price$30.08
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX commentary
Oct 09, 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: 24.1B vs. FIVVX (524M). FIVVX (0.86) and JVMRX (0.84) have matching dividends . FIVVX was incepted earlier than JVMRX: FIVVX (13 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). FIVVX annual gain was more profitable for investors over the last year : -0.24 vs. JVMRX (-0.95). FIVVX return over 5 years is better than : 52.41 vs. JVMRX (49.17).
| FIVVX | JVMRX | FIVVX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.74 | 105% |
| Annual Report Gross Expense Ratio | 0.87 | 0.75 | 116% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 10.061 | 11.136 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 24.1B | 2% |
| Annual Yield % from dividends | 0.86 | 0.84 | 103% |
| Returns for 1 year | -0.24 | -0.95 | 26% |
| Returns for 3 years | 23.24 | 29.92 | 78% |
| Returns for 5 years | 52.41 | 49.17 | 107% |
| Returns for 10 years | 0.98 | 54.96 | 2% |
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