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FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCX
Macquarie Opportunity Instl
Price$37.21
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
FIVUX vs JVMCX Comparison Chart in %
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FIVUX vs. JVMCX commentary
Oct 19, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. FIVUX (515M). FIVUX pays higher dividends than JVMCX: FIVUX (0.98) vs JVMCX (0.00). FIVUX was incepted earlier than JVMCX: FIVUX (13 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FIVUX (0.94). JVMCX is a more actively managed with annual turnover of: 49.00 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 : -4.58 vs. JVMCX (-6.45). FIVUX return over 5 years is better than : 48.98 vs. JVMCX (40.87).
| FIVUX | JVMCX | FIVUX / JVMCX | |
| Total Expense Ratio | 0.86 | 1.85 | 46% |
| Annual Report Gross Expense Ratio | 0.94 | 1.86 | 51% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 8.706 | 8.893 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | -4.58 | -6.45 | 71% |
| Returns for 3 years | 19.31 | 21.60 | 89% |
| Returns for 5 years | 48.98 | 40.87 | 120% |
| Returns for 10 years | -1.07 | 38.46 | -3% |
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