Ad is loading...
FIVUX vs JVMSX
FIVUX vs JVMSX Comparison
Open Charts FIVUX vs JVMSX
Delaware Opportunity Instl
Price$39.40
Change+$0.07 (+0.18%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$31.11
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FIVUX vs JVMSX Comparison Chart
Loading...
FIVUX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FIVUX (512M). FIVUX pays higher dividends than JVMSX: FIVUX (0.98) vs JVMSX (0.52). FIVUX was incepted earlier than JVMSX: FIVUX (12 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. FIVUX (11.00). FIVUX (0) and JVMSX (0) have matching initial minimum investment requirements. FIVUX annual gain was more profitable for investors over the last year : 31.77 vs. JVMSX (24.21). JVMSX return over 5 years is better than : 48.92 vs. FIVUX (4.86).
| FIVUX | JVMSX | FIVUX / JVMSX | |
| 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 | 14.165 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.9B | 2% |
| Annual Yield % from dividends | 0.98 | 0.52 | 187% |
| Returns for 1 year | 31.77 | 24.21 | 131% |
| Returns for 3 years | 8.36 | 9.38 | 89% |
| Returns for 5 years | 4.86 | 48.92 | 10% |
| Returns for 10 years | 3.96 | 72.74 | 5% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HSMBX | 38.04 | 0.04 | +0.11% |
| Horizon Multi-Factor Small/Mid Cap Adv | |||
| SEVPX | 41.93 | 0.04 | +0.10% |
| Guggenheim SMid Cap Value P | |||
| GIDWX | 17.71 | 0.01 | +0.06% |
| Goldman Sachs US Eq Div and Premium R6 | |||
| EPLBX | 22.86 | 0.01 | +0.04% |
| NYLI Epoch U.S. Equity Yield Class B | |||
| CMLAX | 59.82 | -0.04 | -0.07% |
| American Funds American Mutual 529A | |||