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FIVCX vs JVMAX
FIVCX vs JVMAX Comparison
Open Charts FIVCX vs JVMAX
Delaware Opportunity C
Price$39.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$30.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FIVCX vs JVMAX Comparison Chart
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FIVCX vs. JVMAX commentary
Nov 14, 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 FIVCX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. FIVCX (512M). JVMAX pays higher dividends than FIVCX: JVMAX (0.67) vs FIVCX (0.29). FIVCX was incepted earlier than JVMAX: FIVCX (2 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. FIVCX (11.00). FIVCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. FIVCX annual gain was more profitable for investors over the last year : 28.92 vs. JVMAX (22.79).
| FIVCX | JVMAX | FIVCX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 27 years | - |
| Gain YTD | 19.283 | 16.314 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 24.3B | 2% |
| Annual Yield % from dividends | 0.29 | 0.67 | 44% |
| Returns for 1 year | 28.92 | 22.79 | 127% |
| Returns for 3 years | N/A | 8.16 | - |
| Returns for 5 years | N/A | 45.18 | - |
| Returns for 10 years | 200.23 | 60.79 | 329% |
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