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FIVVX vs JVMTX
FIVVX vs JVMTX Comparison
Open Charts FIVVX vs JVMTX
Delaware Opportunity R6
Price$38.49
Change-$0.16 (-0.41%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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FIVVX vs JVMTX Comparison Chart
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FIVVX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. FIVVX (512M). FIVVX pays higher dividends than JVMTX: FIVVX (1.12) vs JVMTX (0.73). FIVVX was incepted earlier than JVMTX: FIVVX (11 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. FIVVX (11.00). FIVVX (0) and JVMTX (0) have matching initial minimum investment requirements. FIVVX annual gain was more profitable for investors over the last year : 26.24 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. FIVVX (1.40).
| FIVVX | JVMTX | FIVVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 14.078 | 11.010 | 128% |
| 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 | 0.73 | 154% |
| Returns for 1 year | 26.24 | 19.27 | 136% |
| Returns for 3 years | 11.56 | 13.38 | 86% |
| Returns for 5 years | 1.40 | 43.64 | 3% |
| Returns for 10 years | -2.81 | 63.34 | -4% |
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