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FIUSX vs JVMAX
FIUSX vs JVMAX Comparison
Open Charts FIUSX vs JVMAX
Delaware Opportunity A
Price$37.55
Change-$0.16 (-0.42%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
FIUSX vs JVMAX Comparison Chart
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FIUSX vs. JVMAX commentary
Nov 18, 2024
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 FIUSX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. FIUSX (512M). FIUSX pays higher dividends than JVMAX: FIUSX (0.73) vs JVMAX (0.67). FIUSX was incepted earlier than JVMAX: FIUSX (32 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. FIUSX (11.00). FIUSX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FIUSX annual gain was more profitable for investors over the last year : 28.06 vs. JVMAX (21.07). JVMAX return over 5 years is better than : 42.69 vs. FIUSX (-2.62).
| FIUSX | JVMAX | FIUSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 18.119 | 14.313 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.8B | 2% |
| Annual Yield % from dividends | 0.73 | 0.67 | 110% |
| Returns for 1 year | 28.06 | 21.07 | 133% |
| Returns for 3 years | 3.47 | 6.26 | 55% |
| Returns for 5 years | -2.62 | 42.69 | -6% |
| Returns for 10 years | -6.63 | 56.97 | -12% |