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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$37.58
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets525.19M
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. FIVVX (525M). FIVVX (0.87) and JVMRX (0.84) have matching dividends . FIVVX was incepted earlier than JVMRX: FIVVX (12 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). JVMRX annual gain was more profitable for investors over the last year : 3.02 vs. FIVVX (1.75). FIVVX (55.65) and JVMRX (55.40) have equivalent 5 years return.
| FIVVX | JVMRX | FIVVX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.74 | 105% |
| Annual Report Gross Expense Ratio | 0.87 | 0.75 | 116% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.702 | 12.064 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 24.4B | 2% |
| Annual Yield % from dividends | 0.87 | 0.84 | 104% |
| Returns for 1 year | 1.75 | 3.02 | 58% |
| Returns for 3 years | 16.20 | 25.20 | 64% |
| Returns for 5 years | 55.65 | 55.40 | 100% |
| Returns for 10 years | -0.24 | 59.55 | -0% |
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