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FIVVX vs JVMCX
FIVVX vs JVMCX Comparison
Open Charts FIVVX vs JVMCX
Macquarie Opportunity R6
Price$37.62
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
FIVVX vs JVMCX Comparison Chart in %
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FIVVX vs. JVMCX commentary
Oct 19, 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 FIVVX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. FIVVX (515M). FIVVX pays higher dividends than JVMCX: FIVVX (0.86) vs JVMCX (0.00). FIVVX was incepted earlier than JVMCX: FIVVX (13 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than FIVVX (0.87). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than JVMCX: FIVVX (0) vs JVMCX (1000). FIVVX annual gain was more profitable for investors over the last year : -4.40 vs. JVMCX (-6.45). FIVVX return over 5 years is better than : 50.49 vs. JVMCX (40.87).
| FIVVX | JVMCX | FIVVX / JVMCX | |
| Total Expense Ratio | 0.78 | 1.85 | 42% |
| Annual Report Gross Expense Ratio | 0.87 | 1.86 | 47% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 8.760 | 8.893 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -4.40 | -6.45 | 68% |
| Returns for 3 years | 18.88 | 21.60 | 87% |
| Returns for 5 years | 50.49 | 40.87 | 124% |
| Returns for 10 years | 0.04 | 38.46 | 0% |
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