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JVMAX vs VVORX
JVMAX vs VVORX Comparison
Open Charts JVMAX vs VVORX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Invesco Value Opportunities R
Price$20.70
Change-$0.83 (-3.86%)
VolumeN/A
CapitalizationN/A
JVMAX vs VVORX Comparison Chart
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JVMAX vs. VVORX commentary
Dec 19, 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 VVORX is a Sell.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. VVORX (4.66B). JVMAX pays higher dividends than VVORX: JVMAX (0.67) vs VVORX (0.18). JVMAX was incepted earlier than VVORX: JVMAX (28 years) vs VVORX (13 years). VVORX is a more actively managed with annual turnover of: 70.00 vs. JVMAX (41.00). VVORX has a lower initial minimum investment than JVMAX: VVORX (0) vs JVMAX (1000). VVORX annual gain was more profitable for investors over the last year : 26.15 vs. JVMAX (10.66). VVORX return over 5 years is better than : 70.41 vs. JVMAX (39.81).
| JVMAX | VVORX | JVMAX / VVORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 12.851 | 24.045 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 4.66B | 502% |
| Annual Yield % from dividends | 0.67 | 0.18 | 365% |
| Returns for 1 year | 10.66 | 26.15 | 41% |
| Returns for 3 years | 16.69 | 35.84 | 47% |
| Returns for 5 years | 39.81 | 70.41 | 57% |
| Returns for 10 years | 55.64 | 50.38 | 110% |
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