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FIVCX vs JVMRX
FIVCX vs JVMRX Comparison
Open Charts FIVCX vs JVMRX
Macquarie Opportunity C
Price$36.08
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FIVCX vs JVMRX Comparison Chart in %
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FIVCX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FIVCX (527M). JVMRX pays higher dividends than FIVCX: JVMRX (0.88) vs FIVCX (0.00). FIVCX was incepted earlier than JVMRX: FIVCX (2 years) vs JVMRX (14 years). FIVCX (1.94) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FIVCX (17.00). FIVCX has a lower initial minimum investment than JVMRX: FIVCX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 1.28 vs. FIVCX (0.42).
| FIVCX | JVMRX | FIVCX / JVMRX | |
| Total Expense Ratio | 1.86 | 0.75 | 248% |
| Annual Report Gross Expense Ratio | 1.94 | 0.76 | 255% |
| Fund Existence | 2 years | 14 years | - |
| Gain YTD | 5.466 | 9.354 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 23.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | 0.42 | 1.28 | 33% |
| Returns for 3 years | N/A | 21.72 | - |
| Returns for 5 years | N/A | 58.56 | - |
| Returns for 10 years | 173.96 | 51.14 | 340% |
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