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JVMAX vs VVORX
JVMAX vs VVORX Comparison
Open Charts JVMAX vs VVORX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.62B
Invesco Value Opportunities R
Price$18.47
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets4.3B
JVMAX vs VVORX Comparison Chart
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JVMAX vs. VVORX commentary
Apr 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 StrongBuy and VVORX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.6B vs. VVORX (4.3B). JVMAX pays higher dividends than VVORX: JVMAX (0.61) vs VVORX (0.21). JVMAX was incepted earlier than VVORX: JVMAX (28 years) vs VVORX (13 years). VVORX (1.32) is less costly to investors than JVMAX (1.13). JVMAX (47.00) and VVORX (47.00) have comparable annual turnover. 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 : -1.20 vs. JVMAX (-10.96). VVORX return over 5 years is better than : 118.77 vs. JVMAX (46.80).
| JVMAX | VVORX | JVMAX / VVORX | |
| Total Expense Ratio | 1.12 | 1.32 | 85% |
| Annual Report Gross Expense Ratio | 1.13 | 1.32 | 86% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | -7.710 | -12.048 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 4.3B | 456% |
| Annual Yield % from dividends | 0.61 | 0.21 | 290% |
| Returns for 1 year | -10.96 | -1.20 | 915% |
| Returns for 3 years | -8.30 | 9.04 | -92% |
| Returns for 5 years | 46.80 | 118.77 | 39% |
| Returns for 10 years | 19.44 | 29.54 | 66% |
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