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FIVVX vs JVMSX
FIVVX vs JVMSX Comparison
Open Charts FIVVX vs JVMSX
Macquarie Opportunity R6
Price$31.58
Change-$1.93 (-5.76%)
VolumeN/A
Net Assets518.65M
JHancock Disciplined Value Mid Cap R2
Price$25.27
Change-$1.49 (-5.57%)
VolumeN/A
Net Assets21.35B
FIVVX vs JVMSX Comparison Chart
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FIVVX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.4B vs. FIVVX (519M). 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 : -7.20 vs. JVMSX (-8.36). FIVVX return over 5 years is better than : 93.43 vs. JVMSX (87.70).
| FIVVX | JVMSX | FIVVX / JVMSX | |
| Total Expense Ratio | 0.78 | 1.25 | 62% |
| Annual Report Gross Expense Ratio | 0.87 | 1.26 | 69% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -3.122 | -0.186 | 1,674% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 519M | 21.4B | 2% |
| Annual Yield % from dividends | 0.98 | 0.45 | 219% |
| Returns for 1 year | -7.20 | -8.36 | 86% |
| Returns for 3 years | -6.76 | -1.41 | 480% |
| Returns for 5 years | 93.43 | 87.70 | 107% |
| Returns for 10 years | -16.73 | 30.55 | -55% |
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