FIVVX
Price
$36.71
Change
+$0.17 (+0.47%)
Updated
Jul 25 closing price
Net Assets
527.28M
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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FIVVX vs JVMRX

Header iconFIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRXBanner chart's image
Macquarie Opportunity R6
Price$36.71
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets527.28M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. FIVVX (527M). 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: 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 : 1.63 vs. JVMRX (1.28). FIVVX (60.62) and JVMRX (58.56) have equivalent 5 years return.
FIVVXJVMRXFIVVX / JVMRX
Total Expense Ratio0.780.75104%
Annual Report Gross Expense Ratio0.870.76114%
Fund Existence12 years14 years-
Gain YTD6.1299.35466%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets527M23.1B2%
Annual Yield % from dividends0.920.88105%
Returns for 1 year1.631.28127%
Returns for 3 years13.3821.7262%
Returns for 5 years60.6258.56104%
Returns for 10 years-5.9351.14-12%
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