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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$27.85
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
Invesco Value Opportunities R6
Price$22.11
Change+$0.24 (+1.10%)
VolumeN/A
Net Assets4.91B
JVMIX vs VVOSX Comparison Chart
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JVMIX vs. VVOSX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. VVOSX (4.92B). JVMIX pays higher dividends than VVOSX: JVMIX (0.80) vs VVOSX (0.68). 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 : 7.73 vs. JVMIX (-3.11). VVOSX return over 5 years is better than : 96.49 vs. JVMIX (39.58).
| 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 | 2.301 | -0.137 | -1,679% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 4.92B | 437% |
| Annual Yield % from dividends | 0.80 | 0.68 | 119% |
| Returns for 1 year | -3.11 | 7.73 | -40% |
| Returns for 3 years | 4.57 | 23.91 | 19% |
| Returns for 5 years | 39.58 | 96.49 | 41% |
| Returns for 10 years | 37.69 | N/A | - |
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