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FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
Open Charts FIVVX vs JVMIX
Nomura Opportunity R6
Price$38.92
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets523.04M
JHancock Disciplined Value Mid Cap I
Price$30.07
Change-$0.12 (-0.40%)
VolumeN/A
Net Assets24.39B
FIVVX vs JVMIX Comparison Chart in %
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FIVVX vs. JVMIX commentary
Dec 04, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. FIVVX (523M). FIVVX pays higher dividends than JVMIX: FIVVX (0.84) vs JVMIX (0.74). FIVVX was incepted earlier than JVMIX: FIVVX (13 years) vs JVMIX (29 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). FIVVX annual gain was more profitable for investors over the last year : -4.71 vs. JVMIX (-5.91). FIVVX return over 5 years is better than : 38.23 vs. JVMIX (33.54).
| FIVVX | JVMIX | FIVVX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 12.807 | 12.022 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 24.4B | 2% |
| Annual Yield % from dividends | 0.84 | 0.74 | 114% |
| Returns for 1 year | -4.71 | -5.91 | 80% |
| Returns for 3 years | 12.14 | 14.46 | 84% |
| Returns for 5 years | 38.23 | 33.54 | 114% |
| Returns for 10 years | 2.73 | 50.20 | 5% |
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