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JVMRX vs VVOCX
JVMRX vs VVOCX Comparison
Open Charts JVMRX vs VVOCX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Invesco Value Opportunities C
Price$18.18
Change+$0.29 (+1.62%)
VolumeN/A
Net Assets4.61B
JVMRX vs VVOCX Comparison Chart
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JVMRX vs. VVOCX commentary
May 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 JVMRX is a Buy and VVOCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. VVOCX (4.61B). JVMRX pays higher dividends than VVOCX: JVMRX (0.96) vs VVOCX (0.00). JVMRX was incepted earlier than VVOCX: JVMRX (14 years) vs VVOCX (24 years). VVOCX (1.79) is less costly to investors than JVMRX (0.76). JVMRX (47.00) and VVOCX (47.00) have comparable annual turnover. VVOCX has a lower initial minimum investment than JVMRX: VVOCX (1000) vs JVMRX (1000000). VVOCX annual gain was more profitable for investors over the last year : -0.83 vs. JVMRX (-7.91). VVOCX return over 5 years is better than : 105.23 vs. JVMRX (53.53).
| JVMRX | VVOCX | JVMRX / VVOCX | |
| Total Expense Ratio | 0.75 | 1.79 | 42% |
| Annual Report Gross Expense Ratio | 0.76 | 1.79 | 42% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -2.227 | -6.335 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 4.61B | 447% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | -7.91 | -0.83 | 951% |
| Returns for 3 years | 5.83 | 21.91 | 27% |
| Returns for 5 years | 53.53 | 105.23 | 51% |
| Returns for 10 years | 31.98 | 25.76 | 124% |
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