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FIVCX vs JVMSX
FIVCX vs JVMSX Comparison
Open Charts FIVCX vs JVMSX
Macquarie Opportunity C
Price$35.70
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIVCX vs JVMSX Comparison Chart in %
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FIVCX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. FIVCX (530M). JVMSX pays higher dividends than FIVCX: JVMSX (0.42) vs FIVCX (0.00). FIVCX was incepted earlier than JVMSX: FIVCX (2 years) vs JVMSX (13 years). FIVCX (1.94) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FIVCX (17.00). JVMSX has a lower initial minimum investment than FIVCX: JVMSX (0) vs FIVCX (1000). FIVCX annual gain was more profitable for investors over the last year : 3.51 vs. JVMSX (3.00).
| FIVCX | JVMSX | FIVCX / JVMSX | |
| Total Expense Ratio | 1.86 | 1.25 | 149% |
| Annual Report Gross Expense Ratio | 1.94 | 1.26 | 154% |
| Fund Existence | 2 years | 13 years | - |
| Gain YTD | 4.355 | 8.206 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 22.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 3.51 | 3.00 | 117% |
| Returns for 3 years | N/A | 22.77 | - |
| Returns for 5 years | N/A | 60.52 | - |
| Returns for 10 years | 172.10 | 44.56 | 386% |
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