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FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
Open Charts FIVVX vs JVMIX
Macquarie Opportunity R6
Price$36.71
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FIVVX vs JVMIX Comparison Chart in %
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FIVVX vs. JVMIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. FIVVX (527M). FIVVX pays higher dividends than JVMIX: FIVVX (0.92) vs JVMIX (0.78). 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). FIVVX annual gain was more profitable for investors over the last year : 1.63 vs. JVMIX (1.20). FIVVX (60.62) and JVMIX (58.07) 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 | 6.129 | 9.314 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 23.1B | 2% |
| Annual Yield % from dividends | 0.92 | 0.78 | 118% |
| Returns for 1 year | 1.63 | 1.20 | 135% |
| Returns for 3 years | 13.38 | 21.47 | 62% |
| Returns for 5 years | 60.62 | 58.07 | 104% |
| Returns for 10 years | -5.93 | 50.28 | -12% |
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