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FIVVX vs JVMTX
FIVVX vs JVMTX Comparison
Open Charts FIVVX vs JVMTX
Delaware Opportunity R6
Price$40.85
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$32.17
Change+$0.31 (+0.97%)
VolumeN/A
CapitalizationN/A
FIVVX vs JVMTX Comparison Chart
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FIVVX vs. JVMTX commentary
Nov 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. FIVVX (512M). FIVVX pays higher dividends than JVMTX: FIVVX (1.12) vs JVMTX (0.73). FIVVX was incepted earlier than JVMTX: FIVVX (12 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 : 30.14 vs. JVMTX (21.93). JVMTX return over 5 years is better than : 47.50 vs. FIVVX (3.90).
| FIVVX | JVMTX | FIVVX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 21.073 | 16.533 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 24.2B | 2% |
| Annual Yield % from dividends | 1.12 | 0.73 | 154% |
| Returns for 1 year | 30.14 | 21.93 | 137% |
| Returns for 3 years | 7.96 | 10.80 | 74% |
| Returns for 5 years | 3.90 | 47.50 | 8% |
| Returns for 10 years | -0.02 | 62.18 | -0% |
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