FIVCX
Price
$35.70
Change
+$0.23 (+0.65%)
Updated
Jul 3 closing price
Net Assets
529.72M
JVMTX
Price
$29.16
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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FIVCX vs JVMTX

Header iconFIVCX vs JVMTX Comparison
Open Charts FIVCX vs JVMTXBanner chart's image
Macquarie Opportunity C
Price$35.70
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIVCX vs JVMTX Comparison Chart in %
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FIVCX vs. JVMTX 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 JVMTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. FIVCX (530M). 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: 47.00 vs. FIVCX (17.00). JVMTX has a lower initial minimum investment than FIVCX: JVMTX (0) vs FIVCX (1000). FIVCX annual gain was more profitable for investors over the last year : 3.51 vs. JVMTX (3.31).
FIVCXJVMTXFIVCX / JVMTX
Total Expense Ratio1.861.00186%
Annual Report Gross Expense Ratio1.941.11175%
Fund Existence2 years12 years-
Gain YTD4.3558.36152%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets530M22.6B2%
Annual Yield % from dividends0.000.65-
Returns for 1 year3.513.31106%
Returns for 3 yearsN/A23.47-
Returns for 5 yearsN/A61.96-
Returns for 10 years172.1046.97366%
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