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FIVUX vs JVMAX
FIVUX vs JVMAX Comparison
Open Charts FIVUX vs JVMAX
Delaware Opportunity Instl
Price$39.40
Change+$0.07 (+0.18%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.70
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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FIVUX vs JVMAX Comparison Chart
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FIVUX vs. JVMAX commentary
Oct 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 FIVUX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. FIVUX (512M). FIVUX pays higher dividends than JVMAX: FIVUX (0.98) vs JVMAX (0.67). FIVUX was incepted earlier than JVMAX: FIVUX (12 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. FIVUX (11.00). FIVUX has a lower initial minimum investment than JVMAX: FIVUX (0) vs JVMAX (1000). FIVUX annual gain was more profitable for investors over the last year : 31.77 vs. JVMAX (24.25). JVMAX return over 5 years is better than : 48.53 vs. FIVUX (4.86).
| FIVUX | JVMAX | FIVUX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 17.438 | 14.275 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.9B | 2% |
| Annual Yield % from dividends | 0.98 | 0.67 | 146% |
| Returns for 1 year | 31.77 | 24.25 | 131% |
| Returns for 3 years | 8.36 | 9.01 | 93% |
| Returns for 5 years | 4.86 | 48.53 | 10% |
| Returns for 10 years | 3.96 | 71.24 | 6% |
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