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JVMAX vs VVOIX
JVMAX vs VVOIX Comparison
Open Charts JVMAX vs VVOIX
JHancock Disciplined Value Mid Cap A
Price$28.14
Change+$0.30 (+1.08%)
VolumeN/A
Net Assets23.85B
Invesco Value Opportunities Y
Price$24.80
Change+$0.40 (+1.64%)
VolumeN/A
Net Assets5.74B
JVMAX vs VVOIX Comparison Chart in %
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JVMAX vs. VVOIX commentary
Oct 21, 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 Hold and VVOIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. VVOIX (5.74B). JVMAX pays higher dividends than VVOIX: JVMAX (0.55) vs VVOIX (0.52). JVMAX was incepted earlier than VVOIX: JVMAX (28 years) vs VVOIX (21 years). JVMAX (1.11) is less costly to investors than VVOIX (0.77). VVOIX is a more actively managed with annual turnover of: 53.00 vs. JVMAX (49.00). JVMAX (1000) and VVOIX (1000) have matching initial minimum investment requirements. VVOIX annual gain was more profitable for investors over the last year : 7.94 vs. JVMAX (-5.69). VVOIX return over 5 years is better than : 121.41 vs. JVMAX (44.35).
| JVMAX | VVOIX | JVMAX / VVOIX | |
| Total Expense Ratio | 1.10 | 0.77 | 143% |
| Annual Report Gross Expense Ratio | 1.11 | 0.77 | 144% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 9.520 | 12.963 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 5.74B | 416% |
| Annual Yield % from dividends | 0.55 | 0.52 | 106% |
| Returns for 1 year | -5.69 | 7.94 | -72% |
| Returns for 3 years | 23.48 | 58.74 | 40% |
| Returns for 5 years | 44.35 | 121.41 | 37% |
| Returns for 10 years | 45.62 | 87.29 | 52% |
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