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FIVUX vs JVMTX
FIVUX vs JVMTX Comparison
Open Charts FIVUX vs JVMTX
Nomura Opportunity Instl
Price$38.74
Change+$0.25 (+0.65%)
VolumeN/A
Net Assets524.32M
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
FIVUX vs JVMTX Comparison Chart in %
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FIVUX vs. JVMTX commentary
Dec 04, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. FIVUX (524M). FIVUX pays higher dividends than JVMTX: FIVUX (0.95) vs JVMTX (0.61). FIVUX was incepted earlier than JVMTX: FIVUX (13 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than FIVUX (0.94). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX (0) and JVMTX (0) have matching initial minimum investment requirements. FIVUX annual gain was more profitable for investors over the last year : -4.86 vs. JVMTX (-6.05). FIVUX return over 5 years is better than : 36.94 vs. JVMTX (32.95).
| FIVUX | JVMTX | FIVUX / JVMTX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.94 | 1.10 | 85% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 12.767 | 11.891 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 24.5B | 2% |
| Annual Yield % from dividends | 0.95 | 0.61 | 155% |
| Returns for 1 year | -4.86 | -6.05 | 80% |
| Returns for 3 years | 12.57 | 14.12 | 89% |
| Returns for 5 years | 36.94 | 32.95 | 112% |
| Returns for 10 years | 1.61 | 48.86 | 3% |
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