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JVMIX vs VVOCX
JVMIX vs VVOCX Comparison
Open Charts JVMIX vs VVOCX
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Invesco Value Opportunities C
Price$16.76
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets4.28B
JVMIX vs VVOCX Comparison Chart
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JVMIX vs. VVOCX 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 JVMIX is a StrongBuy and VVOCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.4B vs. VVOCX (4.28B). JVMIX pays higher dividends than VVOCX: JVMIX (0.83) vs VVOCX (0.00). JVMIX was incepted earlier than VVOCX: JVMIX (28 years) vs VVOCX (24 years). VVOCX (1.79) is less costly to investors than JVMIX (0.88). JVMIX (47.00) and VVOCX (47.00) have comparable annual turnover. VVOCX has a lower initial minimum investment than JVMIX: VVOCX (1000) vs JVMIX (250000). VVOCX annual gain was more profitable for investors over the last year : -2.74 vs. JVMIX (-11.04). VVOCX return over 5 years is better than : 108.24 vs. JVMIX (48.61).
| JVMIX | VVOCX | JVMIX / VVOCX | |
| Total Expense Ratio | 0.87 | 1.79 | 49% |
| Annual Report Gross Expense Ratio | 0.88 | 1.79 | 49% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -8.497 | -12.565 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 4.28B | 454% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -11.04 | -2.74 | 403% |
| Returns for 3 years | -7.77 | 5.43 | -143% |
| Returns for 5 years | 48.61 | 108.24 | 45% |
| Returns for 10 years | 23.10 | 17.97 | 129% |
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