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JVMIX vs VVONX
JVMIX vs VVONX Comparison
Open Charts JVMIX vs VVONX
JHancock Disciplined Value Mid Cap I
Price$29.17
Change-$0.40 (-1.35%)
VolumeN/A
CapitalizationN/A
Invesco Value Opportunities R5
Price$19.94
Change-$0.52 (-2.54%)
VolumeN/A
CapitalizationN/A
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JVMIX vs VVONX Comparison Chart
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JVMIX vs. VVONX commentary
Sep 08, 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 JVMIX is a StrongBuy and VVONX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.3B vs. VVONX (3.69B). JVMIX pays higher dividends than VVONX: JVMIX (0.84) vs VVONX (0.18). JVMIX was incepted earlier than VVONX: JVMIX (27 years) vs VVONX (13 years). VVONX is a more actively managed with annual turnover of: 70.00 vs. JVMIX (41.00). JVMIX has a lower initial minimum investment than VVONX: JVMIX (250000) vs VVONX (1000000). VVONX annual gain was more profitable for investors over the last year : 20.61 vs. JVMIX (13.48). VVONX return over 5 years is better than : 75.92 vs. JVMIX (42.15).
| JVMIX | VVONX | JVMIX / VVONX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 8.038 | 13.541 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 3.69B | 605% |
| Annual Yield % from dividends | 0.84 | 0.18 | 477% |
| Returns for 1 year | 13.48 | 20.61 | 65% |
| Returns for 3 years | 6.32 | 19.59 | 32% |
| Returns for 5 years | 42.15 | 75.92 | 56% |
| Returns for 10 years | 55.34 | 42.43 | 130% |