FIVUX
Price
$35.43
Change
-$0.01 (-0.03%)
Updated
Dec 26 closing price
Net Assets
522.67M
JVMTX
Price
$27.87
Change
+$0.04 (+0.14%)
Updated
Dec 26 closing price
Net Assets
23.95B
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FIVUX vs JVMTX

Header iconFIVUX vs JVMTX Comparison
Open Charts FIVUX vs JVMTXBanner chart's image
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.

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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.
FIVUXJVMTXFIVUX / JVMTX
Total Expense Ratio0.860.9987%
Annual Report Gross Expense Ratio0.941.1085%
Fund Existence13 years12 years-
Gain YTD3.5063.56798%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets523M23.9B2%
Annual Yield % from dividends0.950.61155%
Returns for 1 year2.072.3588%
Returns for 3 years17.1415.93108%
Returns for 5 years24.2423.38104%
Returns for 10 years1.7748.704%
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