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FIVUX vs JVMTX
FIVUX vs JVMTX Comparison
Open Charts FIVUX vs JVMTX
Macquarie Opportunity Instl
Price$34.02
Change-$0.43 (-1.25%)
VolumeN/A
Net Assets513.8M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FIVUX vs JVMTX Comparison Chart
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FIVUX vs. JVMTX commentary
Jun 16, 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 Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. FIVUX (514M). FIVUX pays higher dividends than JVMTX: FIVUX (1.08) vs JVMTX (0.67). FIVUX was incepted earlier than JVMTX: FIVUX (12 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than FIVUX (0.94). JVMTX is a more actively managed with annual turnover of: 47.00 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 : -1.88 vs. JVMTX (-3.01). FIVUX (52.07) and JVMTX (51.48) have equivalent 5 years return.
| FIVUX | JVMTX | FIVUX / JVMTX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.94 | 1.11 | 85% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -0.613 | 2.453 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 1.08 | 0.67 | 161% |
| Returns for 1 year | -1.88 | -3.01 | 62% |
| Returns for 3 years | 8.74 | 16.50 | 53% |
| Returns for 5 years | 52.07 | 51.48 | 101% |
| Returns for 10 years | -16.56 | 35.66 | -46% |
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