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FIVCX vs JVMSX
FIVCX vs JVMSX Comparison
Open Charts FIVCX vs JVMSX
Macquarie Opportunity C
Price$37.20
Change+$0.53 (+1.45%)
VolumeN/A
Net Assets524.49M
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
FIVCX vs JVMSX Comparison Chart in %
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FIVCX vs. JVMSX commentary
Sep 29, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. FIVCX (524M). JVMSX pays higher dividends than FIVCX: JVMSX (0.40) vs FIVCX (0.00). FIVCX was incepted earlier than JVMSX: FIVCX (3 years) vs JVMSX (14 years). FIVCX (1.94) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FIVCX (17.00). JVMSX has a lower initial minimum investment than FIVCX: JVMSX (0) vs FIVCX (1000). JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. FIVCX (-2.49).
| FIVCX | JVMSX | FIVCX / JVMSX | |
| Total Expense Ratio | 1.86 | 1.24 | 150% |
| Annual Report Gross Expense Ratio | 1.94 | 1.25 | 155% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 8.740 | 11.414 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 24.2B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -2.49 | -1.31 | 190% |
| Returns for 3 years | N/A | 33.81 | - |
| Returns for 5 years | N/A | 59.77 | - |
| Returns for 10 years | 181.60 | 60.91 | 298% |
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