Ad is loading...
FIUSX vs JVMAX
FIUSX vs JVMAX Comparison
Open Charts FIUSX vs JVMAX
Delaware Opportunity A
Price$36.18
Change-$0.15 (-0.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FIUSX vs JVMAX Comparison Chart
Loading...
FIUSX vs. JVMAX commentary
Sep 21, 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 Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B 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 : 21.59 vs. JVMAX (15.86). JVMAX return over 5 years is better than : 40.80 vs. FIUSX (-3.22).
| 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 | 12.457 | 9.927 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.4B | 2% |
| Annual Yield % from dividends | 0.73 | 0.67 | 110% |
| Returns for 1 year | 21.59 | 15.86 | 136% |
| Returns for 3 years | 6.45 | 9.43 | 68% |
| Returns for 5 years | -3.22 | 40.80 | -8% |
| Returns for 10 years | -10.93 | 55.08 | -20% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers