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FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCX
Macquarie Opportunity Instl
Price$34.02
Change-$0.43 (-1.25%)
VolumeN/A
Net Assets513.8M
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
FIVUX vs JVMCX Comparison Chart
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FIVUX vs. JVMCX commentary
Jun 16, 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: 21.5B vs. FIVUX (514M). FIVUX pays higher dividends than JVMCX: FIVUX (1.08) 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 : -1.88 vs. JVMCX (-4.05). FIVUX return over 5 years is better than : 52.07 vs. JVMCX (45.41).
| 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 | -0.613 | 2.055 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -1.88 | -4.05 | 46% |
| Returns for 3 years | 8.74 | 13.31 | 66% |
| Returns for 5 years | 52.07 | 45.41 | 115% |
| Returns for 10 years | -16.56 | 25.18 | -66% |
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