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JVMIX vs VVONX
JVMIX vs VVONX Comparison
Open Charts JVMIX vs VVONX
JHancock Disciplined Value Mid Cap I
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
Invesco Value Opportunities R5
Price$20.90
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets4.69B
JVMIX vs VVONX Comparison Chart
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JVMIX vs. VVONX commentary
May 12, 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 Buy and VVONX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.9B vs. VVONX (4.69B). JVMIX pays higher dividends than VVONX: JVMIX (0.85) vs VVONX (0.67). 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 : 1.27 vs. JVMIX (-7.62). VVONX return over 5 years is better than : 125.05 vs. JVMIX (55.03).
| 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 | -1.002 | -4.348 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 4.69B | 445% |
| Annual Yield % from dividends | 0.85 | 0.67 | 127% |
| Returns for 1 year | -7.62 | 1.27 | -602% |
| Returns for 3 years | 7.14 | 30.48 | 23% |
| Returns for 5 years | 55.03 | 125.05 | 44% |
| Returns for 10 years | 33.43 | 47.61 | 70% |
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