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FIVUX vs JVMTX
FIVUX vs JVMTX Comparison
Open Charts FIVUX vs JVMTX
Nomura Opportunity Instl
Price$35.43
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets522.67M
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
FIVUX vs JVMTX Comparison Chart in %
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FIVUX vs. JVMTX commentary
Dec 28, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. FIVUX (523M). 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 (18.00). FIVUX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.35 vs. FIVUX (2.07). FIVUX (24.24) and JVMTX (23.38) have equivalent 5 years return.
| 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 | 3.506 | 3.567 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.9B | 2% |
| Annual Yield % from dividends | 0.95 | 0.61 | 155% |
| Returns for 1 year | 2.07 | 2.35 | 88% |
| Returns for 3 years | 17.14 | 15.93 | 108% |
| Returns for 5 years | 24.24 | 23.38 | 104% |
| Returns for 10 years | 1.77 | 48.70 | 4% |
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