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FIUSX vs JVMAX
FIUSX vs JVMAX Comparison
Open Charts FIUSX vs JVMAX
Delaware Opportunity A
Price$31.93
Change-$1.07 (-3.24%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
FIUSX vs JVMAX Comparison Chart
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FIUSX vs. JVMAX commentary
Dec 19, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
FIUSX pays higher dividends than JVMAX: FIUSX (0.73) vs JVMAX (0.67). FIUSX was incepted earlier than JVMAX: FIUSX (32 years) vs JVMAX (28 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. JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. FIUSX (6.59). JVMAX return over 5 years is better than : 39.81 vs. FIUSX (18.50).
| FIUSX | JVMAX | FIUSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 4.596 | 12.851 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 23.4B | - |
| Annual Yield % from dividends | 0.73 | 0.67 | 110% |
| Returns for 1 year | 6.59 | 10.66 | 62% |
| Returns for 3 years | -0.65 | 16.69 | -4% |
| Returns for 5 years | 18.50 | 39.81 | 46% |
| Returns for 10 years | -17.55 | 55.64 | -32% |
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