FIVVX
Price
$32.30
Change
+$0.58 (+1.83%)
Updated
Apr 24 closing price
Net Assets
477.11M
JVMSX
Price
$25.48
Change
+$0.42 (+1.68%)
Updated
Apr 24 closing price
Net Assets
19.84B
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FIVVX vs JVMSX

Header iconFIVVX vs JVMSX Comparison
Open Charts FIVVX vs JVMSXBanner chart's image
Macquarie Opportunity R6
Price$32.30
Change+$0.58 (+1.83%)
VolumeN/A
Net Assets477.11M
JHancock Disciplined Value Mid Cap R2
Price$25.48
Change+$0.42 (+1.68%)
VolumeN/A
Net Assets19.84B
FIVVX vs JVMSX Comparison Chart
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FIVVX vs. JVMSX commentary
Apr 25, 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 JVMSX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.8B vs. FIVVX (477M). FIVVX pays higher dividends than JVMSX: FIVVX (0.98) vs JVMSX (0.45). FIVVX was incepted earlier than JVMSX: FIVVX (12 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FIVVX (0.87). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FIVVX (11.00). FIVVX (0) and JVMSX (0) have matching initial minimum investment requirements. FIVVX annual gain was more profitable for investors over the last year : -9.30 vs. JVMSX (-11.28). FIVVX return over 5 years is better than : 58.24 vs. JVMSX (51.96).
FIVVXJVMSXFIVVX / JVMSX
Total Expense Ratio0.781.2562%
Annual Report Gross Expense Ratio0.871.2669%
Fund Existence12 years13 years-
Gain YTD-8.297-6.527127%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets477M19.8B2%
Annual Yield % from dividends0.980.45219%
Returns for 1 year-9.30-11.2882%
Returns for 3 years-9.43-5.15183%
Returns for 5 years58.2451.96112%
Returns for 10 years-20.8222.43-93%
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