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JVMCX vs VVOIX
JVMCX vs VVOIX Comparison
Open Charts JVMCX vs VVOIX
JHancock Disciplined Value Mid Cap C
Price$28.15
Change-$0.89 (-3.06%)
VolumeN/A
CapitalizationN/A
Invesco Value Opportunities Y
Price$21.29
Change-$0.85 (-3.84%)
VolumeN/A
CapitalizationN/A
JVMCX vs VVOIX Comparison Chart
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JVMCX vs. VVOIX 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 JVMCX is a Hold and VVOIX is a Sell.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. VVOIX (4.66B). VVOIX pays higher dividends than JVMCX: VVOIX (0.18) vs JVMCX (0.01). JVMCX was incepted earlier than VVOIX: JVMCX (13 years) vs VVOIX (20 years). VVOIX is a more actively managed with annual turnover of: 70.00 vs. JVMCX (41.00). JVMCX (1000) and VVOIX (1000) have matching initial minimum investment requirements. VVOIX annual gain was more profitable for investors over the last year : 20.61 vs. JVMCX (9.81). VVOIX return over 5 years is better than : 67.56 vs. JVMCX (36.55).
| JVMCX | VVOIX | JVMCX / VVOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 12.037 | 20.135 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 4.66B | 502% |
| Annual Yield % from dividends | 0.01 | 0.18 | 8% |
| Returns for 1 year | 9.81 | 20.61 | 48% |
| Returns for 3 years | 14.98 | 33.06 | 45% |
| Returns for 5 years | 36.55 | 67.56 | 54% |
| Returns for 10 years | 48.11 | 50.06 | 96% |
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