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JVMIX vs VVONX
JVMIX vs VVONX Comparison
Open Charts JVMIX vs VVONX
JHancock Disciplined Value Mid Cap I
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Invesco Value Opportunities R5
Price$19.24
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets4.28B
JVMIX vs VVONX Comparison Chart
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JVMIX vs. VVONX 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 VVONX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.4B vs. VVONX (4.28B). JVMIX pays higher dividends than VVONX: JVMIX (0.83) vs VVONX (0.65). JVMIX was incepted earlier than VVONX: JVMIX (28 years) vs VVONX (14 years). JVMIX (0.88) is less costly to investors than VVONX (0.76). JVMIX (47.00) and VVONX (47.00) have comparable annual turnover. 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 : -0.81 vs. JVMIX (-11.04). VVONX return over 5 years is better than : 124.52 vs. JVMIX (48.61).
| JVMIX | VVONX | JVMIX / VVONX | |
| Total Expense Ratio | 0.87 | 0.76 | 114% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -8.497 | -12.265 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 4.28B | 454% |
| Annual Yield % from dividends | 0.83 | 0.65 | 128% |
| Returns for 1 year | -11.04 | -0.81 | 1,365% |
| Returns for 3 years | -7.77 | 11.03 | -71% |
| Returns for 5 years | 48.61 | 124.52 | 39% |
| Returns for 10 years | 23.10 | 35.48 | 65% |
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