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FIVCX vs JVMTX
FIVCX vs JVMTX Comparison
Open Charts FIVCX vs JVMTX
Macquarie Opportunity C
Price$37.20
Change+$0.53 (+1.45%)
VolumeN/A
Net Assets524.49M
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
FIVCX vs JVMTX Comparison Chart in %
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FIVCX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. FIVCX (524M). JVMTX pays higher dividends than FIVCX: JVMTX (0.62) vs FIVCX (0.00). FIVCX was incepted earlier than JVMTX: FIVCX (3 years) vs JVMTX (12 years). FIVCX (1.94) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FIVCX (17.00). JVMTX has a lower initial minimum investment than FIVCX: JVMTX (0) vs FIVCX (1000). JVMTX annual gain was more profitable for investors over the last year : -1.02 vs. FIVCX (-2.49).
| FIVCX | JVMTX | FIVCX / JVMTX | |
| Total Expense Ratio | 1.86 | 0.99 | 188% |
| Annual Report Gross Expense Ratio | 1.94 | 1.10 | 176% |
| Fund Existence | 3 years | 12 years | - |
| Gain YTD | 8.740 | 11.631 | 75% |
| 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 | 0.62 | - |
| Returns for 1 year | -2.49 | -1.02 | 243% |
| Returns for 3 years | N/A | 34.61 | - |
| Returns for 5 years | N/A | 61.22 | - |
| Returns for 10 years | 181.60 | 63.56 | 286% |
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