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FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCX
Macquarie Opportunity Instl
Price$35.92
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
FIVUX vs JVMCX Comparison Chart in %
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FIVUX vs. JVMCX 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 FIVUX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. FIVUX (530M). FIVUX pays higher dividends than JVMCX: FIVUX (1.05) vs JVMCX (0.00). FIVUX was incepted earlier than JVMCX: FIVUX (12 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than FIVUX (0.94). JVMCX is a more actively managed with annual turnover of: 47.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMCX: FIVUX (0) vs JVMCX (1000). FIVUX annual gain was more profitable for investors over the last year : 4.59 vs. JVMCX (1.79). FIVUX return over 5 years is better than : 61.47 vs. JVMCX (55.49).
| FIVUX | JVMCX | FIVUX / JVMCX | |
| Total Expense Ratio | 0.86 | 1.87 | 46% |
| Annual Report Gross Expense Ratio | 0.94 | 1.88 | 50% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.937 | 7.905 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 22.6B | 2% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | 4.59 | 1.79 | 256% |
| Returns for 3 years | 15.94 | 20.12 | 79% |
| Returns for 5 years | 61.47 | 55.49 | 111% |
| Returns for 10 years | -9.66 | 35.64 | -27% |
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