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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$30.07
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
Invesco Value Opportunities R6
Price$25.24
Change+$0.25 (+1.00%)
VolumeN/A
Net Assets5.79B
JVMIX vs VVOSX Comparison Chart in %
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JVMIX vs. VVOSX commentary
Oct 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: 24.1B vs. VVOSX (5.79B). JVMIX pays higher dividends than VVOSX: JVMIX (0.74) vs VVOSX (0.59). JVMIX was incepted earlier than VVOSX: JVMIX (28 years) vs VVOSX (9 years). JVMIX (0.86) 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 : 13.65 vs. JVMIX (-1.06). VVOSX return over 5 years is better than : 127.56 vs. JVMIX (48.66).
| JVMIX | VVOSX | JVMIX / VVOSX | |
| Total Expense Ratio | 0.85 | 0.69 | 123% |
| Annual Report Gross Expense Ratio | 0.86 | 0.69 | 125% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 11.058 | 15.251 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 5.79B | 416% |
| Annual Yield % from dividends | 0.74 | 0.59 | 126% |
| Returns for 1 year | -1.06 | 13.65 | -8% |
| Returns for 3 years | 29.66 | 65.24 | 45% |
| Returns for 5 years | 48.66 | 127.56 | 38% |
| Returns for 10 years | 54.03 | N/A | - |
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