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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Macquarie Opportunity R6
Price$36.30
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX commentary
Jul 06, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. FIVVX (530M). FIVVX (0.92) and JVMRX (0.88) 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 (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 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 : 4.75 vs. JVMRX (3.59). JVMRX (63.32) and FIVVX (63.09) have equivalent 5 years return.
| FIVVX | JVMRX | FIVVX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.75 | 104% |
| Annual Report Gross Expense Ratio | 0.87 | 0.76 | 114% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 4.944 | 8.500 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 22.6B | 2% |
| Annual Yield % from dividends | 0.92 | 0.88 | 105% |
| Returns for 1 year | 4.75 | 3.59 | 132% |
| Returns for 3 years | 15.50 | 24.14 | 64% |
| Returns for 5 years | 63.09 | 63.32 | 100% |
| Returns for 10 years | -8.64 | 49.30 | -18% |
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