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FIVVX vs JVMAX
FIVVX vs JVMAX Comparison
Open Charts FIVVX vs JVMAX
Delaware Opportunity R6
Price$38.49
Change-$0.16 (-0.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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FIVVX vs JVMAX Comparison Chart
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FIVVX vs. JVMAX commentary
Sep 21, 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 FIVVX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. FIVVX (512M). FIVVX pays higher dividends than JVMAX: FIVVX (1.12) vs JVMAX (0.67). FIVVX was incepted earlier than JVMAX: FIVVX (11 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. FIVVX (11.00). FIVVX has a lower initial minimum investment than JVMAX: FIVVX (0) vs JVMAX (1000). FIVVX annual gain was more profitable for investors over the last year : 26.24 vs. JVMAX (18.94). JVMAX return over 5 years is better than : 42.03 vs. FIVVX (1.40).
| FIVVX | JVMAX | FIVVX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 14.078 | 10.889 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.4B | 2% |
| Annual Yield % from dividends | 1.12 | 0.67 | 168% |
| Returns for 1 year | 26.24 | 18.94 | 139% |
| Returns for 3 years | 11.56 | 12.35 | 94% |
| Returns for 5 years | 1.40 | 42.03 | 3% |
| Returns for 10 years | -2.81 | 59.30 | -5% |