FIVCX
Price
$37.20
Change
+$0.53 (+1.45%)
Updated
Sep 26 closing price
Net Assets
524.49M
JVMIX
Price
$30.11
Change
+$0.31 (+1.04%)
Updated
Sep 26 closing price
Net Assets
24.25B
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FIVCX vs JVMIX

Header iconFIVCX vs JVMIX Comparison
Open Charts FIVCX vs JVMIXBanner chart's image
Macquarie Opportunity C
Price$37.20
Change+$0.53 (+1.45%)
VolumeN/A
Net Assets524.49M
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
FIVCX vs JVMIX Comparison Chart in %
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FIVCX vs. JVMIX commentary
Sep 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FIVCX (524M). 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 : -0.89 vs. FIVCX (-2.49).
FIVCXJVMIXFIVCX / JVMIX
Total Expense Ratio1.860.85219%
Annual Report Gross Expense Ratio1.940.86226%
Fund Existence3 years28 years-
Gain YTD8.74011.72575%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets524M24.2B2%
Annual Yield % from dividends0.000.74-
Returns for 1 year-2.49-0.89281%
Returns for 3 yearsN/A34.98-
Returns for 5 yearsN/A61.98-
Returns for 10 years181.6065.12279%
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