Interact to see
Advertisement
Advertisement
JVMRX vs VVOAX
JVMRX vs VVOAX Comparison
Open Charts JVMRX vs VVOAX
JHancock Disciplined Value Mid Cap R6
Price$27.95
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets21.66B
Invesco Value Opportunities A
Price$21.73
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets4.97B
JVMRX vs VVOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. VVOAX commentary
Jun 13, 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 JVMRX is a Buy and VVOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. VVOAX (4.98B). JVMRX pays higher dividends than VVOAX: JVMRX (0.91) vs VVOAX (0.40). JVMRX was incepted earlier than VVOAX: JVMRX (14 years) vs VVOAX (24 years). VVOAX (1.07) is less costly to investors than JVMRX (0.76). JVMRX (47.00) and VVOAX (47.00) have comparable annual turnover. VVOAX has a lower initial minimum investment than JVMRX: VVOAX (1000) vs JVMRX (1000000). VVOAX annual gain was more profitable for investors over the last year : 8.60 vs. JVMRX (-2.33). VVOAX return over 5 years is better than : 116.72 vs. JVMRX (53.93).
| JVMRX | VVOAX | JVMRX / VVOAX | |
| Total Expense Ratio | 0.75 | 1.07 | 70% |
| Annual Report Gross Expense Ratio | 0.76 | 1.07 | 71% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.378 | 0.886 | 381% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 4.98B | 436% |
| Annual Yield % from dividends | 0.91 | 0.40 | 228% |
| Returns for 1 year | -2.33 | 8.60 | -27% |
| Returns for 3 years | 17.74 | 37.31 | 48% |
| Returns for 5 years | 53.93 | 116.72 | 46% |
| Returns for 10 years | 39.47 | 47.75 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers