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JVMRX vs VVOAX
JVMRX vs VVOAX Comparison
Open Charts JVMRX vs VVOAX
JHancock Disciplined Value Mid Cap R6
Price$27.29
Change-$0.60 (-2.15%)
VolumeN/A
Net Assets21.79B
Invesco Value Opportunities A
Price$20.82
Change-$0.45 (-2.12%)
VolumeN/A
Net Assets4.88B
JVMRX vs VVOAX Comparison Chart
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JVMRX vs. VVOAX commentary
May 22, 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: 21.8B vs. VVOAX (4.88B). JVMRX pays higher dividends than VVOAX: JVMRX (0.96) vs VVOAX (0.42). 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 : 3.14 vs. JVMRX (-4.12). VVOAX return over 5 years is better than : 127.56 vs. JVMRX (62.66).
| 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 | 3.526 | -0.839 | -420% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 4.88B | 447% |
| Annual Yield % from dividends | 0.96 | 0.42 | 227% |
| Returns for 1 year | -4.12 | 3.14 | -131% |
| Returns for 3 years | 13.26 | 32.06 | 41% |
| Returns for 5 years | 62.66 | 127.56 | 49% |
| Returns for 10 years | 37.64 | 46.01 | 82% |
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