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FIUSX vs JVMTX
FIUSX vs JVMTX Comparison
Open Charts FIUSX vs JVMTX
Delaware Opportunity A
Price$36.18
Change-$0.15 (-0.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FIUSX vs JVMTX Comparison Chart
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FIUSX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B 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 : 21.59 vs. JVMTX (16.17). JVMTX return over 5 years is better than : 42.36 vs. FIUSX (-3.22).
| 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 | 12.457 | 10.022 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.4B | 2% |
| Annual Yield % from dividends | 0.73 | 0.73 | 101% |
| Returns for 1 year | 21.59 | 16.17 | 134% |
| Returns for 3 years | 6.45 | 10.42 | 62% |
| Returns for 5 years | -3.22 | 42.36 | -8% |
| Returns for 10 years | -10.93 | 58.91 | -19% |
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