FIVCX
Price
$35.70
Change
+$0.23 (+0.65%)
Updated
Jul 3 closing price
Net Assets
529.72M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FIVCX vs JVMIX

Header iconFIVCX vs JVMIX Comparison
Open Charts FIVCX vs JVMIXBanner chart's image
Macquarie Opportunity C
Price$35.70
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIVCX vs JVMIX Comparison Chart in %
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FIVCX vs. JVMIX commentary
Jul 07, 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 FIVCX is a Buy and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FIVCX (530M). JVMIX pays higher dividends than FIVCX: JVMIX (0.78) vs FIVCX (0.00). FIVCX was incepted earlier than JVMIX: FIVCX (2 years) vs JVMIX (28 years). FIVCX (1.94) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FIVCX (17.00). FIVCX has a lower initial minimum investment than JVMIX: FIVCX (1000) vs JVMIX (250000). FIVCX (3.51) and JVMIX (3.45) have marching annual gain over last year.
FIVCXJVMIXFIVCX / JVMIX
Total Expense Ratio1.860.87214%
Annual Report Gross Expense Ratio1.940.88220%
Fund Existence2 years28 years-
Gain YTD4.3558.42352%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets530M22.6B2%
Annual Yield % from dividends0.000.78-
Returns for 1 year3.513.45102%
Returns for 3 yearsN/A23.84-
Returns for 5 yearsN/A62.76-
Returns for 10 years172.1048.34356%
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