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FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
Open Charts FIVVX vs JVMIX
Macquarie Opportunity R6
Price$34.38
Change-$0.44 (-1.26%)
VolumeN/A
Net Assets513.8M
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
FIVVX vs JVMIX Comparison Chart
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FIVVX vs. JVMIX 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 FIVVX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. FIVVX (514M). FIVVX pays higher dividends than JVMIX: FIVVX (0.95) vs JVMIX (0.80). 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: 47.00 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 : -1.72 vs. JVMIX (-2.87). FIVVX (53.59) and JVMIX (52.19) 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 | -0.607 | 2.486 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 21.5B | 2% |
| Annual Yield % from dividends | 0.95 | 0.80 | 118% |
| Returns for 1 year | -1.72 | -2.87 | 60% |
| Returns for 3 years | 8.34 | 16.82 | 50% |
| Returns for 5 years | 53.59 | 52.19 | 103% |
| Returns for 10 years | -15.62 | 36.89 | -42% |
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