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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Delaware Opportunity Instl
Price$39.40
Change+$0.07 (+0.18%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.37
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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FIVUX vs JVMRX Comparison Chart
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FIVUX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. FIVUX (512M). FIVUX (0.98) and JVMRX (0.93) have matching dividends . FIVUX was incepted earlier than JVMRX: FIVUX (12 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. FIVUX (11.00). FIVUX has a lower initial minimum investment than JVMRX: FIVUX (0) vs JVMRX (1000000). FIVUX annual gain was more profitable for investors over the last year : 31.77 vs. JVMRX (24.92). JVMRX return over 5 years is better than : 51.47 vs. FIVUX (4.86).
| FIVUX | JVMRX | FIVUX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 17.438 | 14.656 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.9B | 2% |
| Annual Yield % from dividends | 0.98 | 0.93 | 104% |
| Returns for 1 year | 31.77 | 24.92 | 127% |
| Returns for 3 years | 8.36 | 10.55 | 79% |
| Returns for 5 years | 4.86 | 51.47 | 9% |
| Returns for 10 years | 3.96 | 78.23 | 5% |
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