Interact to see
Advertisement
Advertisement
FIVCX vs JVMIX
FIVCX vs JVMIX Comparison
Open Charts FIVCX vs JVMIX
Macquarie Opportunity C
Price$36.89
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets526.12M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
FIVCX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVCX vs. JVMIX commentary
Sep 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 FIVCX is a StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FIVCX (526M). JVMIX pays higher dividends than FIVCX: JVMIX (0.74) vs FIVCX (0.00). FIVCX was incepted earlier than JVMIX: FIVCX (3 years) vs JVMIX (28 years). FIVCX (1.94) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVCX (17.00). FIVCX has a lower initial minimum investment than JVMIX: FIVCX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. FIVCX (0.54).
| FIVCX | JVMIX | FIVCX / JVMIX | |
| Total Expense Ratio | 1.86 | 0.85 | 219% |
| Annual Report Gross Expense Ratio | 1.94 | 0.86 | 226% |
| Fund Existence | 3 years | 28 years | - |
| Gain YTD | 7.892 | 11.985 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 24.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 0.54 | 2.91 | 19% |
| Returns for 3 years | N/A | 24.95 | - |
| Returns for 5 years | N/A | 54.86 | - |
| Returns for 10 years | 180.26 | 58.60 | 308% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers