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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
Delaware Opportunity Instl
Price$34.71
Change+$0.08 (+0.23%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change+$0.05 (+0.18%)
VolumeN/A
CapitalizationN/A
FIVUX vs JVMRX Comparison Chart
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FIVUX vs. JVMRX commentary
Dec 27, 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
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 : 5.47 vs. JVMRX (0.13). JVMRX return over 5 years is better than : 25.68 vs. FIVUX (19.89).
| 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 | 4.716 | 0.566 | 833% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 22.6B | - |
| Annual Yield % from dividends | 0.98 | 0.93 | 104% |
| Returns for 1 year | 5.47 | 0.13 | 4,314% |
| Returns for 3 years | -3.49 | 1.01 | -345% |
| Returns for 5 years | 19.89 | 25.68 | 77% |
| Returns for 10 years | -14.82 | 41.58 | -36% |
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