FIVVX
Price
$36.11
Change
-$0.01 (-0.03%)
Updated
Dec 26 closing price
Net Assets
522.67M
JVMTX
Price
$27.87
Change
+$0.04 (+0.14%)
Updated
Dec 26 closing price
Net Assets
23.95B
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FIVVX vs JVMTX

Header iconFIVVX vs JVMTX Comparison
Open Charts FIVVX vs JVMTXBanner chart's image
Nomura Opportunity R6
Price$36.11
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets522.67M
JHancock Disciplined Value Mid Cap R4
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
FIVVX vs JVMTX Comparison Chart in %
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FIVVX vs. JVMTX commentary
Dec 28, 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 JVMTX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. FIVVX (523M). FIVVX pays higher dividends than JVMTX: FIVVX (0.84) vs JVMTX (0.61). FIVVX was incepted earlier than JVMTX: FIVVX (13 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than FIVVX (0.87). JVMTX is a more actively managed with annual turnover of: 49.00 vs. FIVVX (18.00). FIVVX (0) and JVMTX (0) have matching initial minimum investment requirements. FIVVX annual gain was more profitable for investors over the last year : 2.97 vs. JVMTX (2.35). FIVVX return over 5 years is better than : 25.19 vs. JVMTX (23.38).
FIVVXJVMTXFIVVX / JVMTX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.871.1079%
Fund Existence13 years12 years-
Gain YTD4.3943.567123%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets523M23.9B2%
Annual Yield % from dividends0.840.61136%
Returns for 1 year2.972.35126%
Returns for 3 years18.4715.93116%
Returns for 5 years25.1923.38108%
Returns for 10 years3.7548.708%
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