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FIVCX vs JVMRX
FIVCX vs JVMRX Comparison
Open Charts FIVCX vs JVMRX
Macquarie Opportunity C
Price$36.89
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets526.12M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
FIVCX vs JVMRX Comparison Chart in %
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FIVCX vs. JVMRX commentary
Sep 09, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. FIVCX (526M). JVMRX pays higher dividends than FIVCX: JVMRX (0.84) vs FIVCX (0.00). FIVCX was incepted earlier than JVMRX: FIVCX (3 years) vs JVMRX (14 years). FIVCX (1.94) is less costly to investors than JVMRX (0.75). 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 : 3.02 vs. FIVCX (0.54).
| FIVCX | JVMRX | FIVCX / JVMRX | |
| Total Expense Ratio | 1.86 | 0.74 | 251% |
| Annual Report Gross Expense Ratio | 1.94 | 0.75 | 259% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 7.892 | 12.064 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 24.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | 0.54 | 3.02 | 18% |
| Returns for 3 years | N/A | 25.20 | - |
| Returns for 5 years | N/A | 55.40 | - |
| Returns for 10 years | 180.26 | 59.55 | 303% |
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