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FIUSX vs JVMTX
FIUSX vs JVMTX Comparison
Open Charts FIUSX vs JVMTX
Delaware Opportunity A
Price$37.55
Change-$0.16 (-0.42%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
FIUSX vs JVMTX Comparison Chart
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FIUSX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. FIUSX (512M). FIUSX (0.73) and JVMTX (0.73) have matching dividends . FIUSX was incepted earlier than JVMTX: FIUSX (32 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. FIUSX (11.00). JVMTX has a lower initial minimum investment than FIUSX: JVMTX (0) vs FIUSX (1000). FIUSX annual gain was more profitable for investors over the last year : 28.06 vs. JVMTX (21.44). JVMTX return over 5 years is better than : 44.38 vs. FIUSX (-2.62).
| FIUSX | JVMTX | FIUSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 18.119 | 14.484 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.8B | 2% |
| Annual Yield % from dividends | 0.73 | 0.73 | 101% |
| Returns for 1 year | 28.06 | 21.44 | 131% |
| Returns for 3 years | 3.47 | 7.23 | 48% |
| Returns for 5 years | -2.62 | 44.38 | -6% |
| Returns for 10 years | -6.63 | 60.91 | -11% |
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