FIVCX
Price
$35.70
Change
+$0.23 (+0.65%)
Updated
Jul 3 closing price
Net Assets
529.72M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FIVCX vs JVMRX

Header iconFIVCX vs JVMRX Comparison
Open Charts FIVCX vs JVMRXBanner chart's image
Macquarie Opportunity C
Price$35.70
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FIVCX vs JVMRX Comparison Chart in %
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FIVCX vs. JVMRX 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FIVCX (530M). 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: 47.00 vs. FIVCX (17.00). FIVCX has a lower initial minimum investment than JVMRX: FIVCX (1000) vs JVMRX (1000000). JVMRX (3.59) and FIVCX (3.51) have marching annual gain over last year.
FIVCXJVMRXFIVCX / JVMRX
Total Expense Ratio1.860.75248%
Annual Report Gross Expense Ratio1.940.76255%
Fund Existence2 years14 years-
Gain YTD4.3558.50051%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets530M22.6B2%
Annual Yield % from dividends0.000.88-
Returns for 1 year3.513.5998%
Returns for 3 yearsN/A24.14-
Returns for 5 yearsN/A63.32-
Returns for 10 years172.1049.30349%
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