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FIVUX vs JVMTX
FIVUX vs JVMTX Comparison
Open Charts FIVUX vs JVMTX
Nomura Opportunity Instl
Price$37.38
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets541.61M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
FIVUX vs JVMTX Comparison Chart in %
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FIVUX vs. JVMTX commentary
Feb 04, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. FIVUX (542M). FIVUX (0.61) and JVMTX (0.60) have matching dividends . FIVUX was incepted earlier than JVMTX: FIVUX (13 years) vs JVMTX (13 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. FIVUX annual gain was more profitable for investors over the last year : 6.98 vs. JVMTX (4.79). FIVUX return over 5 years is better than : 24.89 vs. JVMTX (22.28).
| 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 | 13 years | - |
| Gain YTD | 7.075 | 5.177 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 24.7B | 2% |
| Annual Yield % from dividends | 0.61 | 0.60 | 102% |
| Returns for 1 year | 6.98 | 4.79 | 146% |
| Returns for 3 years | 15.15 | 11.22 | 135% |
| Returns for 5 years | 24.89 | 22.28 | 112% |
| Returns for 10 years | 21.76 | 76.80 | 28% |
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