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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Delaware Opportunity R6
Price$40.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.93
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FIVVX vs JVMRX Comparison Chart
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FIVVX vs. JVMRX commentary
Nov 14, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FIVVX (512M). FIVVX pays higher dividends than JVMRX: FIVVX (1.12) vs JVMRX (0.93). FIVVX was incepted earlier than JVMRX: FIVVX (12 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. FIVVX (11.00). FIVVX has a lower initial minimum investment than JVMRX: FIVVX (0) vs JVMRX (1000000). FIVVX annual gain was more profitable for investors over the last year : 30.35 vs. JVMRX (23.45). JVMRX return over 5 years is better than : 48.04 vs. FIVVX (2.50).
| FIVVX | JVMRX | FIVVX / 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 | 20.391 | 16.703 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 24.3B | 2% |
| Annual Yield % from dividends | 1.12 | 0.93 | 120% |
| Returns for 1 year | 30.35 | 23.45 | 129% |
| Returns for 3 years | 6.88 | 9.71 | 71% |
| Returns for 5 years | 2.50 | 48.04 | 5% |
| Returns for 10 years | 1.71 | 67.36 | 3% |
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