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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
Delaware Opportunity R6
Price$34.61
Change+$0.48 (+1.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
FIVVX vs JVMRX Comparison Chart
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FIVVX vs. JVMRX commentary
Dec 23, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
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). JVMRX annual gain was more profitable for investors over the last year : 12.41 vs. FIVVX (5.55). JVMRX return over 5 years is better than : 39.58 vs. FIVVX (19.42).
| 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 | 3.512 | 11.633 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 20.3B | - |
| Annual Yield % from dividends | 1.12 | 0.93 | 120% |
| Returns for 1 year | 5.55 | 12.41 | 45% |
| Returns for 3 years | -2.10 | 15.35 | -14% |
| Returns for 5 years | 19.42 | 39.58 | 49% |
| Returns for 10 years | -13.78 | 58.02 | -24% |
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