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FIVVX vs JVMSX
FIVVX vs JVMSX Comparison
Open Charts FIVVX vs JVMSX
Delaware Opportunity R6
Price$34.61
Change+$0.48 (+1.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$29.99
Change+$0.34 (+1.15%)
VolumeN/A
CapitalizationN/A
FIVVX vs JVMSX Comparison Chart
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FIVVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
FIVVX pays higher dividends than JVMSX: FIVVX (1.12) vs JVMSX (0.52). FIVVX was incepted earlier than JVMSX: FIVVX (12 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. FIVVX (11.00). FIVVX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 11.32 vs. FIVVX (5.55). JVMSX return over 5 years is better than : 36.64 vs. FIVVX (19.42).
| FIVVX | JVMSX | FIVVX / 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 | 3.512 | 10.544 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 20.3B | - |
| Annual Yield % from dividends | 1.12 | 0.52 | 215% |
| Returns for 1 year | 5.55 | 11.32 | 49% |
| Returns for 3 years | -2.10 | 13.60 | -15% |
| Returns for 5 years | 19.42 | 36.64 | 53% |
| Returns for 10 years | -13.78 | 52.41 | -26% |
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