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FIVUX vs JVMTX
FIVUX vs JVMTX Comparison
Open Charts FIVUX vs JVMTX
Delaware Opportunity Instl
Price$39.40
Change+$0.07 (+0.18%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
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FIVUX vs JVMTX Comparison Chart
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FIVUX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. FIVUX (512M). FIVUX pays higher dividends than JVMTX: FIVUX (0.98) vs JVMTX (0.73). FIVUX was incepted earlier than JVMTX: FIVUX (12 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. FIVUX (11.00). FIVUX (0) and JVMTX (0) have matching initial minimum investment requirements. FIVUX annual gain was more profitable for investors over the last year : 31.77 vs. JVMTX (24.58). JVMTX return over 5 years is better than : 50.20 vs. FIVUX (4.86).
| FIVUX | JVMTX | FIVUX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 17.438 | 14.411 | 121% |
| 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 | 0.73 | 134% |
| Returns for 1 year | 31.77 | 24.58 | 129% |
| Returns for 3 years | 8.36 | 9.99 | 84% |
| Returns for 5 years | 4.86 | 50.20 | 10% |
| Returns for 10 years | 3.96 | 75.46 | 5% |
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