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FIVCX vs JVMTX
FIVCX vs JVMTX Comparison
Open Charts FIVCX vs JVMTX
Delaware Opportunity C
Price$39.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FIVCX vs JVMTX Comparison Chart
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FIVCX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. FIVCX (512M). JVMTX pays higher dividends than FIVCX: JVMTX (0.73) vs FIVCX (0.29). FIVCX was incepted earlier than JVMTX: FIVCX (2 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. FIVCX (11.00). JVMTX has a lower initial minimum investment than FIVCX: JVMTX (0) vs FIVCX (1000). FIVCX annual gain was more profitable for investors over the last year : 28.92 vs. JVMTX (23.16).
| FIVCX | JVMTX | FIVCX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 11 years | - |
| Gain YTD | 19.283 | 16.459 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 24.3B | 2% |
| Annual Yield % from dividends | 0.29 | 0.73 | 40% |
| Returns for 1 year | 28.92 | 23.16 | 125% |
| Returns for 3 years | N/A | 9.15 | - |
| Returns for 5 years | N/A | 46.87 | - |
| Returns for 10 years | 200.23 | 64.84 | 309% |