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FIVCX vs JVMSX
FIVCX vs JVMSX Comparison
Open Charts FIVCX vs JVMSX
Macquarie Opportunity C
Price$36.89
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets526.12M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
FIVCX vs JVMSX Comparison Chart in %
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FIVCX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. FIVCX (526M). 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 : 2.46 vs. FIVCX (0.54).
| 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 | 7.892 | 11.712 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 24.4B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 0.54 | 2.46 | 22% |
| Returns for 3 years | N/A | 23.90 | - |
| Returns for 5 years | N/A | 52.77 | - |
| Returns for 10 years | 180.26 | 54.59 | 330% |
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