Ad is loading...
JVMIX vs VVOIX
JVMIX vs VVOIX Comparison
Open Charts JVMIX vs VVOIX
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Invesco Value Opportunities Y
Price$19.02
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets4.28B
JVMIX vs VVOIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. VVOIX commentary
Apr 18, 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 VVOIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.4B vs. VVOIX (4.28B). JVMIX pays higher dividends than VVOIX: JVMIX (0.83) vs VVOIX (0.61). JVMIX was incepted earlier than VVOIX: JVMIX (28 years) vs VVOIX (20 years). JVMIX (0.88) is less costly to investors than VVOIX (0.82). JVMIX (47.00) and VVOIX (47.00) have comparable annual turnover. VVOIX has a lower initial minimum investment than JVMIX: VVOIX (1000) vs JVMIX (250000). VVOIX annual gain was more profitable for investors over the last year : -0.91 vs. JVMIX (-11.04). VVOIX return over 5 years is better than : 123.54 vs. JVMIX (48.61).
| JVMIX | VVOIX | JVMIX / VVOIX | |
| Total Expense Ratio | 0.87 | 0.82 | 106% |
| Annual Report Gross Expense Ratio | 0.88 | 0.82 | 107% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | -8.497 | -12.269 | 69% |
| 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 | 0.61 | 136% |
| Returns for 1 year | -11.04 | -0.91 | 1,214% |
| Returns for 3 years | -7.77 | 10.68 | -73% |
| Returns for 5 years | 48.61 | 123.54 | 39% |
| Returns for 10 years | 23.10 | 33.94 | 68% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers