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FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
Open Charts FIVVX vs JVMIX
Macquarie Opportunity R6
Price$37.58
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets525.19M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
FIVVX vs JVMIX Comparison Chart in %
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FIVVX vs. JVMIX commentary
Sep 09, 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FIVVX (525M). FIVVX pays higher dividends than JVMIX: FIVVX (0.87) vs JVMIX (0.74). FIVVX was incepted earlier than JVMIX: FIVVX (12 years) vs JVMIX (28 years). FIVVX (0.87) and JVMIX (0.86) 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 : 2.91 vs. FIVVX (1.75). FIVVX (55.65) and JVMIX (54.86) have equivalent 5 years return.
| FIVVX | JVMIX | FIVVX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 8.702 | 11.985 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 24.3B | 2% |
| Annual Yield % from dividends | 0.87 | 0.74 | 117% |
| Returns for 1 year | 1.75 | 2.91 | 60% |
| Returns for 3 years | 16.20 | 24.95 | 65% |
| Returns for 5 years | 55.65 | 54.86 | 101% |
| Returns for 10 years | -0.24 | 58.60 | -0% |
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