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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$28.94
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.18B
Invesco Value Opportunities R6
Price$23.01
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets5.2B
JVMIX vs VVOSX Comparison Chart in %
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JVMIX vs. VVOSX commentary
Aug 09, 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 VVOSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. VVOSX (5.2B). JVMIX pays higher dividends than VVOSX: JVMIX (0.76) vs VVOSX (0.64). 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). VVOSX is a more actively managed with annual turnover of: 53.00 vs. JVMIX (49.00). 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 : 16.36 vs. JVMIX (1.78). VVOSX return over 5 years is better than : 115.07 vs. JVMIX (50.35).
| 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 | 7.199 | 4.384 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 5.2B | 446% |
| Annual Yield % from dividends | 0.76 | 0.64 | 120% |
| Returns for 1 year | 1.78 | 16.36 | 11% |
| Returns for 3 years | 15.47 | 41.73 | 37% |
| Returns for 5 years | 50.35 | 115.07 | 44% |
| Returns for 10 years | 44.21 | N/A | - |
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