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FIVVX vs JVMSX
FIVVX vs JVMSX Comparison
Open Charts FIVVX vs JVMSX
Nomura Opportunity R6
Price$36.12
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets522.67M
JHancock Disciplined Value Mid Cap R2
Price$27.71
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.85B
FIVVX vs JVMSX Comparison Chart in %
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FIVVX vs. JVMSX commentary
Dec 25, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. FIVVX (523M). FIVVX pays higher dividends than JVMSX: FIVVX (0.84) vs JVMSX (0.40). FIVVX was incepted earlier than JVMSX: FIVVX (13 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FIVVX (0.87). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FIVVX (18.00). FIVVX (0) and JVMSX (0) have matching initial minimum investment requirements. FIVVX annual gain was more profitable for investors over the last year : 3.23 vs. JVMSX (2.33). FIVVX return over 5 years is better than : 25.22 vs. JVMSX (22.07).
| FIVVX | JVMSX | FIVVX / JVMSX | |
| Total Expense Ratio | 0.78 | 1.24 | 63% |
| Annual Report Gross Expense Ratio | 0.87 | 1.25 | 70% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 4.423 | 3.357 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.8B | 2% |
| Annual Yield % from dividends | 0.84 | 0.40 | 211% |
| Returns for 1 year | 3.23 | 2.33 | 139% |
| Returns for 3 years | 18.81 | 15.34 | 123% |
| Returns for 5 years | 25.22 | 22.07 | 114% |
| Returns for 10 years | -3.73 | 47.11 | -8% |
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