JVMAX
Price
$28.11
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
VVOIX
Price
$20.15
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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JVMAX vs VVOIX ᐉ Comparison: Which is Better to Invest?

Header iconJVMAX vs VVOIX Comparison
Open Charts JVMAX vs VVOIXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$28.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Value Opportunities Y
Price$20.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMAX vs VVOIX Comparison Chart

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VS
JVMAX vs. VVOIX commentary
Apr 13, 2024

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: 23.4B vs. VVOIX (3.66B). JVMAX pays higher dividends than VVOIX: JVMAX (0.67) vs VVOIX (0.18). JVMAX was incepted earlier than VVOIX: JVMAX (27 years) vs VVOIX (19 years). JVMAX (1.12) is less costly to investors than VVOIX (0.84). VVOIX is a more actively managed with annual turnover of: 70.00 vs. JVMAX (41.00). JVMAX (1000) and VVOIX (1000) have matching initial minimum investment requirements. JVMAX IRA initial investment is lower compared to VVOIX: JVMAX (1000) vs VVOIX (250). VVOIX annual gain was more profitable for investors over the last year : 33.02 vs. JVMAX (20.29). VVOIX return over 5 years is better than : 65.05 vs. JVMAX (48.55).
JVMAXVVOIXJVMAX / VVOIX
Total Expense Ratio1.110.84132%
Annual Report Gross Expense Ratio1.120.84133%
Fund Existence27 years19 years-
Gain YTD8.15713.07562%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRA1000250400%
Net Assets23.4B3.66B640%
Annual Yield % from dividends0.670.18374%
Returns for 1 year20.2933.0261%
Returns for 3 years11.5223.2250%
Returns for 5 years48.5565.0575%
Returns for 10 years61.0048.55126%
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