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JVMAX vs VVOAX
JVMAX vs VVOAX Comparison
Open Charts JVMAX vs VVOAX
JHancock Disciplined Value Mid Cap A
Price$23.51
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets19.74B
Invesco Value Opportunities A
Price$18.94
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets4.31B
JVMAX vs VVOAX Comparison Chart
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JVMAX vs. VVOAX commentary
Apr 16, 2025
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 JVMAX is a StrongBuy and VVOAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. VVOAX (4.31B). JVMAX pays higher dividends than VVOAX: JVMAX (0.61) vs VVOAX (0.41). JVMAX was incepted earlier than VVOAX: JVMAX (28 years) vs VVOAX (24 years). JVMAX (1.13) is less costly to investors than VVOAX (1.07). JVMAX (47.00) and VVOAX (47.00) have comparable annual turnover. VVOAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and VVOAX (1000) have matching initial minimum investment requirements. VVOAX annual gain was more profitable for investors over the last year : -1.09 vs. JVMAX (-11.41). VVOAX return over 5 years is better than : 134.80 vs. JVMAX (54.20).
| JVMAX | VVOAX | JVMAX / VVOAX | |
| Total Expense Ratio | 1.12 | 1.07 | 105% |
| Annual Report Gross Expense Ratio | 1.13 | 1.07 | 106% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -7.238 | -11.655 | 62% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 4.31B | 458% |
| Annual Yield % from dividends | 0.61 | 0.41 | 150% |
| Returns for 1 year | -11.41 | -1.09 | 1,048% |
| Returns for 3 years | -7.73 | 11.05 | -70% |
| Returns for 5 years | 54.20 | 134.80 | 40% |
| Returns for 10 years | 21.01 | 33.31 | 63% |
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