FIVCX
Price
$35.96
Change
-$0.19 (-0.53%)
Updated
Aug 15 closing price
Net Assets
519.7M
JVMRX
Price
$29.38
Change
-$0.22 (-0.74%)
Updated
Aug 15 closing price
Net Assets
23.59B
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FIVCX vs JVMRX

Header iconFIVCX vs JVMRX Comparison
Open Charts FIVCX vs JVMRXBanner chart's image
Macquarie Opportunity C
Price$35.96
Change-$0.19 (-0.53%)
VolumeN/A
Net Assets519.7M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
FIVCX vs JVMRX Comparison Chart in %
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FIVCX vs. JVMRX commentary
Aug 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FIVCX (520M). JVMRX pays higher dividends than FIVCX: JVMRX (0.86) 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 : 0.87 vs. FIVCX (-1.51).
FIVCXJVMRXFIVCX / JVMRX
Total Expense Ratio1.860.75248%
Annual Report Gross Expense Ratio1.940.76255%
Fund Existence2 years14 years-
Gain YTD5.1159.05756%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets520M23.6B2%
Annual Yield % from dividends0.000.86-
Returns for 1 year-1.510.87-174%
Returns for 3 yearsN/A12.17-
Returns for 5 yearsN/A50.62-
Returns for 10 years172.6346.16374%
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