FIVVX
Price
$39.00
Change
+$0.15 (+0.39%)
Updated
Nov 12 closing price
Net Assets
527.8M
JVMRX
Price
$30.00
Change
+$0.08 (+0.27%)
Updated
Nov 12 closing price
Net Assets
24.16B
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FIVVX vs JVMRX

Header iconFIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRXBanner chart's image
Macquarie Opportunity R6
Price$39.00
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets527.8M
JHancock Disciplined Value Mid Cap R6
Price$30.00
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX commentary
Nov 14, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. FIVVX (528M). FIVVX (0.86) and JVMRX (0.85) 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 : -3.38 vs. JVMRX (-5.34). FIVVX return over 5 years is better than : 44.68 vs. JVMRX (38.63).
FIVVXJVMRXFIVVX / JVMRX
Total Expense Ratio0.780.74105%
Annual Report Gross Expense Ratio0.870.75116%
Fund Existence13 years14 years-
Gain YTD12.74911.359112%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets528M24.2B2%
Annual Yield % from dividends0.860.85101%
Returns for 1 year-3.38-5.3463%
Returns for 3 years13.7115.5788%
Returns for 5 years44.6838.63116%
Returns for 10 years5.7355.2710%
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