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JVMAX vs VVOCX
JVMAX vs VVOCX Comparison
Open Charts JVMAX vs VVOCX
JHancock Disciplined Value Mid Cap A
Price$28.38
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets24.35B
Invesco Value Opportunities C
Price$21.08
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets5.58B
JVMAX vs VVOCX Comparison Chart in %
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JVMAX vs. VVOCX commentary
Sep 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. VVOCX (5.58B). JVMAX pays higher dividends than VVOCX: JVMAX (0.55) 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 (1.11). VVOCX is a more actively managed with annual turnover of: 53.00 vs. JVMAX (49.00). JVMAX (1000) and VVOCX (1000) have matching initial minimum investment requirements. VVOCX annual gain was more profitable for investors over the last year : 13.06 vs. JVMAX (-0.23). VVOCX return over 5 years is better than : 112.59 vs. JVMAX (52.89).
| JVMAX | VVOCX | JVMAX / VVOCX | |
| Total Expense Ratio | 1.10 | 1.79 | 61% |
| Annual Report Gross Expense Ratio | 1.11 | 1.79 | 62% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 11.684 | 10.105 | 116% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 5.58B | 436% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | -0.23 | 13.06 | -2% |
| Returns for 3 years | 23.44 | 45.99 | 51% |
| Returns for 5 years | 52.89 | 112.59 | 47% |
| Returns for 10 years | 53.55 | 64.15 | 83% |
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