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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$37.62
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets515.25M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. FIVVX (515M). FIVVX (0.86) and JVMRX (0.84) have matching dividends . FIVVX was incepted earlier than JVMRX: FIVVX (13 years) vs JVMRX (14 years). FIVVX (0.87) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FIVVX (17.00). FIVVX has a lower initial minimum investment than JVMRX: FIVVX (0) vs JVMRX (1000000). FIVVX annual gain was more profitable for investors over the last year : -4.40 vs. JVMRX (-4.79). FIVVX return over 5 years is better than : 50.49 vs. JVMRX (47.93).
| FIVVX | JVMRX | FIVVX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.74 | 105% |
| Annual Report Gross Expense Ratio | 0.87 | 0.75 | 116% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 8.760 | 9.837 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 23.9B | 2% |
| Annual Yield % from dividends | 0.86 | 0.84 | 103% |
| Returns for 1 year | -4.40 | -4.79 | 92% |
| Returns for 3 years | 18.88 | 25.62 | 74% |
| Returns for 5 years | 50.49 | 47.93 | 105% |
| Returns for 10 years | 0.04 | 52.40 | 0% |
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