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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
Delaware Opportunity A
Price$36.18
Change-$0.15 (-0.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FIUSX vs JVMRX Comparison Chart
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FIUSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. FIUSX (512M). JVMRX pays higher dividends than FIUSX: JVMRX (0.93) vs FIUSX (0.73). FIUSX was incepted earlier than JVMRX: FIUSX (32 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. FIUSX (11.00). FIUSX has a lower initial minimum investment than JVMRX: FIUSX (1000) vs JVMRX (1000000). FIUSX annual gain was more profitable for investors over the last year : 21.59 vs. JVMRX (16.48). JVMRX return over 5 years is better than : 43.53 vs. FIUSX (-3.22).
| FIUSX | JVMRX | FIUSX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 12.457 | 10.234 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.4B | 2% |
| Annual Yield % from dividends | 0.73 | 0.93 | 79% |
| Returns for 1 year | 21.59 | 16.48 | 131% |
| Returns for 3 years | 6.45 | 10.98 | 59% |
| Returns for 5 years | -3.22 | 43.53 | -7% |
| Returns for 10 years | -10.93 | 61.39 | -18% |