FIVCX
Price
$37.65
Change
-$0.56 (-1.47%)
Updated
Nov 13 closing price
Net Assets
527.8M
JVMIX
Price
$29.59
Change
-$0.39 (-1.30%)
Updated
Nov 13 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$37.65
Change-$0.56 (-1.47%)
VolumeN/A
Net Assets527.8M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
FIVCX vs JVMIX Comparison Chart in %
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FIVCX vs. JVMIX commentary
Nov 14, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FIVCX (528M). JVMIX pays higher dividends than FIVCX: JVMIX (0.75) 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). FIVCX annual gain was more profitable for investors over the last year : -4.50 vs. JVMIX (-6.53).
FIVCXJVMIXFIVCX / JVMIX
Total Expense Ratio1.860.85219%
Annual Report Gross Expense Ratio1.940.86226%
Fund Existence3 years28 years-
Gain YTD11.6929.796119%
Front LoadN/AN/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets528M24.2B2%
Annual Yield % from dividends0.000.75-
Returns for 1 year-4.50-6.5369%
Returns for 3 yearsN/A15.24-
Returns for 5 yearsN/A36.37-
Returns for 10 years190.5750.51377%
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