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FIUSX vs JVMSX
FIUSX vs JVMSX Comparison
Open Charts FIUSX vs JVMSX
Delaware Opportunity A
Price$31.93
Change-$1.07 (-3.24%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$29.77
Change-$0.95 (-3.09%)
VolumeN/A
CapitalizationN/A
FIUSX vs JVMSX Comparison Chart
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FIUSX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
FIUSX pays higher dividends than JVMSX: FIUSX (0.73) vs JVMSX (0.52). FIUSX was incepted earlier than JVMSX: FIUSX (32 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. FIUSX (11.00). JVMSX has a lower initial minimum investment than FIUSX: JVMSX (0) vs FIUSX (1000). JVMSX annual gain was more profitable for investors over the last year : 10.70 vs. FIUSX (6.59). JVMSX return over 5 years is better than : 40.17 vs. FIUSX (18.50).
| FIUSX | JVMSX | FIUSX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 4.596 | 12.734 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 23.4B | - |
| Annual Yield % from dividends | 0.73 | 0.52 | 141% |
| Returns for 1 year | 6.59 | 10.70 | 62% |
| Returns for 3 years | -0.65 | 16.81 | -4% |
| Returns for 5 years | 18.50 | 40.17 | 46% |
| Returns for 10 years | -17.55 | 56.91 | -31% |
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