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FIVCX vs JVMTX
FIVCX vs JVMTX Comparison
Open Charts FIVCX vs JVMTX
Macquarie Opportunity C
Price$36.08
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
FIVCX vs JVMTX Comparison Chart in %
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FIVCX vs. JVMTX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. FIVCX (527M). JVMTX pays higher dividends than FIVCX: JVMTX (0.65) vs FIVCX (0.00). FIVCX was incepted earlier than JVMTX: FIVCX (2 years) vs JVMTX (12 years). FIVCX (1.94) is less costly to investors than JVMTX (1.11). 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 : 1.07 vs. FIVCX (0.42).
| FIVCX | JVMTX | FIVCX / JVMTX | |
| Total Expense Ratio | 1.86 | 1.00 | 186% |
| Annual Report Gross Expense Ratio | 1.94 | 1.11 | 175% |
| Fund Existence | 2 years | 12 years | - |
| Gain YTD | 5.466 | 9.253 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 23.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 0.42 | 1.07 | 39% |
| Returns for 3 years | N/A | 21.15 | - |
| Returns for 5 years | N/A | 57.29 | - |
| Returns for 10 years | 173.96 | 48.90 | 356% |
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