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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Macquarie Opportunity Instl
Price$38.58
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets527.8M
JHancock Disciplined Value Mid Cap R6
Price$30.00
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
FIVUX vs JVMRX Comparison Chart in %
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FIVUX vs. JVMRX commentary
Nov 14, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. FIVUX (528M). FIVUX pays higher dividends than JVMRX: FIVUX (0.98) vs JVMRX (0.85). 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 annual gain was more profitable for investors over the last year : -3.52 vs. JVMRX (-5.34). FIVUX return over 5 years is better than : 43.24 vs. JVMRX (38.63).
| 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 | 12.708 | 11.359 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 24.2B | 2% |
| Annual Yield % from dividends | 0.98 | 0.85 | 115% |
| Returns for 1 year | -3.52 | -5.34 | 66% |
| Returns for 3 years | 14.14 | 15.57 | 91% |
| Returns for 5 years | 43.24 | 38.63 | 112% |
| Returns for 10 years | 4.59 | 55.27 | 8% |
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