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FIVVX vs JVMSX
FIVVX vs JVMSX Comparison
Open Charts FIVVX vs JVMSX
Delaware Opportunity R6
Price$38.49
Change-$0.16 (-0.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$30.20
Change-$0.18 (-0.59%)
VolumeN/A
CapitalizationN/A
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FIVVX vs JVMSX Comparison Chart
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FIVVX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. FIVVX (512M). FIVVX pays higher dividends than JVMSX: FIVVX (1.12) vs JVMSX (0.52). FIVVX was incepted earlier than JVMSX: FIVVX (11 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. FIVVX annual gain was more profitable for investors over the last year : 26.24 vs. JVMSX (18.97). JVMSX return over 5 years is better than : 42.48 vs. FIVVX (1.40).
| FIVVX | JVMSX | FIVVX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 14.078 | 10.826 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 23.4B | 2% |
| Annual Yield % from dividends | 1.12 | 0.52 | 215% |
| Returns for 1 year | 26.24 | 18.97 | 138% |
| Returns for 3 years | 11.56 | 12.80 | 90% |
| Returns for 5 years | 1.40 | 42.48 | 3% |
| Returns for 10 years | -2.81 | 60.77 | -5% |
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