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FIVCX vs JVMIX
FIVCX vs JVMIX Comparison
Open Charts FIVCX vs JVMIX
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.
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.
| FIVCX | JVMIX | FIVCX / JVMIX | |
| Total Expense Ratio | 1.86 | 0.87 | 214% |
| Annual Report Gross Expense Ratio | 1.94 | 0.88 | 220% |
| Fund Existence | 2 years | 28 years | - |
| Gain YTD | 4.355 | 8.423 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 22.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 3.51 | 3.45 | 102% |
| Returns for 3 years | N/A | 23.84 | - |
| Returns for 5 years | N/A | 62.76 | - |
| Returns for 10 years | 172.10 | 48.34 | 356% |
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