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FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
Open Charts FIVVX vs JVMIX
Macquarie Opportunity R6
Price$37.62
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
FIVVX vs JVMIX Comparison Chart in %
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FIVVX vs. JVMIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. FIVVX (515M). FIVVX pays higher dividends than JVMIX: FIVVX (0.86) vs JVMIX (0.74). FIVVX was incepted earlier than JVMIX: FIVVX (13 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). FIVVX annual gain was more profitable for investors over the last year : -4.40 vs. JVMIX (-4.87). FIVVX return over 5 years is better than : 50.49 vs. JVMIX (47.49).
| 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 | 28 years | - |
| Gain YTD | 8.760 | 9.759 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.86 | 0.74 | 117% |
| Returns for 1 year | -4.40 | -4.87 | 90% |
| Returns for 3 years | 18.88 | 25.37 | 74% |
| Returns for 5 years | 50.49 | 47.49 | 106% |
| Returns for 10 years | 0.04 | 51.49 | 0% |
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