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FIVCX vs JVMIX
FIVCX vs JVMIX Comparison
Open Charts FIVCX vs JVMIX
Macquarie Opportunity C
Price$36.08
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FIVCX vs JVMIX Comparison Chart in %
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FIVCX vs. JVMIX commentary
Jul 28, 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: 23.1B vs. FIVCX (527M). 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: 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 : 1.20 vs. FIVCX (0.42).
| 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 | 5.466 | 9.314 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 23.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 0.42 | 1.20 | 35% |
| Returns for 3 years | N/A | 21.47 | - |
| Returns for 5 years | N/A | 58.07 | - |
| Returns for 10 years | 173.96 | 50.28 | 346% |
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