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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Invesco Value Opportunities R6
Price$19.61
Change-$1.60 (-7.54%)
VolumeN/A
Net Assets4.67B
JVMIX vs VVOSX Comparison Chart
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JVMIX vs. VVOSX commentary
Apr 04, 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 Hold and VVOSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.4B vs. VVOSX (4.67B). JVMIX pays higher dividends than VVOSX: JVMIX (0.83) vs VVOSX (0.70). JVMIX was incepted earlier than VVOSX: JVMIX (28 years) vs VVOSX (8 years). JVMIX (0.88) is less costly to investors than VVOSX (0.69). JVMIX (47.00) and VVOSX (47.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than VVOSX: JVMIX (250000) vs VVOSX (1000000). VVOSX annual gain was more profitable for investors over the last year : 4.27 vs. JVMIX (-7.93). VVOSX return over 5 years is better than : 194.65 vs. JVMIX (90.33).
| JVMIX | VVOSX | JVMIX / VVOSX | |
| Total Expense Ratio | 0.87 | 0.69 | 126% |
| Annual Report Gross Expense Ratio | 0.88 | 0.69 | 128% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | -0.074 | -3.151 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 4.67B | 458% |
| Annual Yield % from dividends | 0.83 | 0.70 | 119% |
| Returns for 1 year | -7.93 | 4.27 | -186% |
| Returns for 3 years | -0.56 | 20.30 | -3% |
| Returns for 5 years | 90.33 | 194.65 | 46% |
| Returns for 10 years | 33.98 | N/A | - |
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