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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$35.92
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FIVUX vs JVMRX Comparison Chart in %
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FIVUX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FIVUX (530M). FIVUX pays higher dividends than JVMRX: FIVUX (1.05) vs JVMRX (0.88). FIVUX was incepted earlier than JVMRX: FIVUX (12 years) vs JVMRX (14 years). FIVUX (0.94) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMRX: FIVUX (0) vs JVMRX (1000000). FIVUX annual gain was more profitable for investors over the last year : 4.59 vs. JVMRX (3.59). JVMRX (63.32) and FIVUX (61.47) have equivalent 5 years return.
| FIVUX | JVMRX | FIVUX / JVMRX | |
| Total Expense Ratio | 0.86 | 0.75 | 115% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.937 | 8.500 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 22.6B | 2% |
| Annual Yield % from dividends | 1.05 | 0.88 | 119% |
| Returns for 1 year | 4.59 | 3.59 | 128% |
| Returns for 3 years | 15.94 | 24.14 | 66% |
| Returns for 5 years | 61.47 | 63.32 | 97% |
| Returns for 10 years | -9.66 | 49.30 | -20% |
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