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JVMAX vs VVOIX
JVMAX vs VVOIX Comparison
Open Charts JVMAX vs VVOIX
JHancock Disciplined Value Mid Cap A
Price$27.40
Change+$0.29 (+1.07%)
VolumeN/A
Net Assets22.33B
Invesco Value Opportunities Y
Price$22.44
Change+$0.25 (+1.13%)
VolumeN/A
Net Assets5.09B
JVMAX vs VVOIX Comparison Chart in %
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JVMAX vs. VVOIX commentary
Jul 18, 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 VVOIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.3B vs. VVOIX (5.09B). JVMAX (0.58) and VVOIX (0.56) have matching dividends . JVMAX was incepted earlier than VVOIX: JVMAX (28 years) vs VVOIX (20 years). JVMAX (1.13) is less costly to investors than VVOIX (0.82). 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 : 7.02 vs. JVMAX (-3.28). VVOIX return over 5 years is better than : 118.13 vs. JVMAX (51.96).
| JVMAX | VVOIX | JVMAX / VVOIX | |
| Total Expense Ratio | 1.12 | 0.82 | 137% |
| Annual Report Gross Expense Ratio | 1.13 | 0.82 | 138% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 6.648 | 2.731 | 243% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 5.09B | 438% |
| Annual Yield % from dividends | 0.58 | 0.56 | 102% |
| Returns for 1 year | -3.28 | 7.02 | -47% |
| Returns for 3 years | 21.04 | 48.45 | 43% |
| Returns for 5 years | 51.96 | 118.13 | 44% |
| Returns for 10 years | 38.98 | 55.45 | 70% |
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