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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$27.97
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Invesco Value Opportunities R6
Price$23.27
Change+$0.23 (+1.00%)
VolumeN/A
Net Assets4.83B
JVMIX vs VVOSX Comparison Chart
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JVMIX vs. VVOSX commentary
Jan 19, 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: 23.1B vs. VVOSX (4.83B). JVMIX pays higher dividends than VVOSX: JVMIX (0.84) vs VVOSX (0.18). JVMIX was incepted earlier than VVOSX: JVMIX (28 years) vs VVOSX (8 years). VVOSX is a more actively managed with annual turnover of: 70.00 vs. JVMIX (41.00). 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 : 32.98 vs. JVMIX (5.70). VVOSX return over 5 years is better than : 81.29 vs. JVMIX (26.40).
| JVMIX | VVOSX | JVMIX / VVOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 3.785 | 6.256 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 4.83B | 479% |
| Annual Yield % from dividends | 0.84 | 0.18 | 478% |
| Returns for 1 year | 5.70 | 32.98 | 17% |
| Returns for 3 years | 1.40 | 31.62 | 4% |
| Returns for 5 years | 26.40 | 81.29 | 32% |
| Returns for 10 years | 48.25 | N/A | - |
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