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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$37.21
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
FIVUX vs JVMRX Comparison Chart in %
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FIVUX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. FIVUX (515M). FIVUX pays higher dividends than JVMRX: FIVUX (0.98) vs JVMRX (0.84). FIVUX was incepted earlier than JVMRX: FIVUX (13 years) vs JVMRX (14 years). FIVUX (0.94) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMRX: FIVUX (0) vs JVMRX (1000000). FIVUX (-4.58) and JVMRX (-4.79) have marching annual gain over last year. FIVUX (48.98) and JVMRX (47.93) have equivalent 5 years return.
| FIVUX | JVMRX | FIVUX / JVMRX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 8.706 | 9.837 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.98 | 0.84 | 117% |
| Returns for 1 year | -4.58 | -4.79 | 96% |
| Returns for 3 years | 19.31 | 25.62 | 75% |
| Returns for 5 years | 48.98 | 47.93 | 102% |
| Returns for 10 years | -1.07 | 52.40 | -2% |
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