Interact to see
Advertisement
Advertisement
FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
Open Charts FIVVX vs JVMIX
Macquarie Opportunity R6
Price$36.61
Change-$0.19 (-0.52%)
VolumeN/A
Net Assets519.7M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
FIVVX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVVX vs. JVMIX commentary
Aug 18, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FIVVX (520M). FIVVX pays higher dividends than JVMIX: FIVVX (0.90) vs JVMIX (0.76). FIVVX was incepted earlier than JVMIX: FIVVX (12 years) vs JVMIX (28 years). JVMIX (0.88) and FIVVX (0.87) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than JVMIX: FIVVX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. FIVVX (-0.31). FIVVX (50.88) and JVMIX (50.10) have equivalent 5 years return.
| FIVVX | JVMIX | FIVVX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.87 | 90% |
| Annual Report Gross Expense Ratio | 0.87 | 0.88 | 99% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 5.840 | 8.980 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 23.6B | 2% |
| Annual Yield % from dividends | 0.90 | 0.76 | 118% |
| Returns for 1 year | -0.31 | 0.76 | -42% |
| Returns for 3 years | 3.70 | 11.90 | 31% |
| Returns for 5 years | 50.88 | 50.10 | 102% |
| Returns for 10 years | -7.13 | 45.29 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RNRG | 10.02 | 0.16 | +1.57% |
| Global X Renewable Energy Producers ETF | |||
| REET | 24.89 | 0.10 | +0.40% |
| iShares Global REIT ETF | |||
| PZT | 21.44 | N/A | N/A |
| Invesco New York AMT-Free Muni Bd ETF | |||
| KLMN | 26.19 | N/A | N/A |
| Invesco MSCI North America Climate ETF | |||
| JANW | 35.60 | -0.02 | -0.06% |
| AllianzIM US Large Cap Buffer20 Jan ETF | |||