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JVMAX vs VVOCX
JVMAX vs VVOCX Comparison
Open Charts JVMAX vs VVOCX
JHancock Disciplined Value Mid Cap A
Price$24.72
Change-$0.47 (-1.87%)
VolumeN/A
Net Assets21.34B
Invesco Value Opportunities C
Price$17.79
Change-$0.65 (-3.52%)
VolumeN/A
Net Assets4.6B
JVMAX vs VVOCX Comparison Chart
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JVMAX vs. VVOCX commentary
Mar 11, 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 Buy and VVOCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.3B vs. VVOCX (4.6B). JVMAX pays higher dividends than VVOCX: JVMAX (0.59) vs VVOCX (0.00). JVMAX was incepted earlier than VVOCX: JVMAX (28 years) vs VVOCX (24 years). VVOCX (1.79) is less costly to investors than JVMAX (1.13). JVMAX (47.00) and VVOCX (47.00) have comparable annual turnover. JVMAX (1000) and VVOCX (1000) have matching initial minimum investment requirements. VVOCX annual gain was more profitable for investors over the last year : 6.53 vs. JVMAX (-8.24). VVOCX return over 5 years is better than : 86.97 vs. JVMAX (38.52).
| JVMAX | VVOCX | JVMAX / VVOCX | |
| Total Expense Ratio | 1.12 | 1.79 | 63% |
| Annual Report Gross Expense Ratio | 1.13 | 1.79 | 63% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -0.905 | -3.455 | 26% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 4.6B | 463% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -8.24 | 6.53 | -126% |
| Returns for 3 years | 3.03 | 22.91 | 13% |
| Returns for 5 years | 38.52 | 86.97 | 44% |
| Returns for 10 years | 31.89 | 32.40 | 98% |
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