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JVMRX vs VVOSX
JVMRX vs VVOSX Comparison
Open Charts JVMRX vs VVOSX
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Invesco Value Opportunities R6
Price$23.27
Change+$0.23 (+1.00%)
VolumeN/A
Net Assets4.83B
JVMRX vs VVOSX Comparison Chart
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JVMRX vs. VVOSX commentary
Jan 19, 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 Hold and VVOSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. VVOSX (4.83B). JVMRX pays higher dividends than VVOSX: JVMRX (0.93) vs VVOSX (0.18). JVMRX was incepted earlier than VVOSX: JVMRX (13 years) vs VVOSX (8 years). VVOSX is a more actively managed with annual turnover of: 70.00 vs. JVMRX (41.00). JVMRX (1000000) and VVOSX (1000000) have matching initial minimum investment requirements. VVOSX annual gain was more profitable for investors over the last year : 32.98 vs. JVMRX (5.82). VVOSX return over 5 years is better than : 81.29 vs. JVMRX (26.86).
| JVMRX | VVOSX | JVMRX / VVOSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 3.786 | 6.256 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 4.83B | 479% |
| Annual Yield % from dividends | 0.93 | 0.18 | 530% |
| Returns for 1 year | 5.82 | 32.98 | 18% |
| Returns for 3 years | 1.65 | 31.62 | 5% |
| Returns for 5 years | 26.86 | 81.29 | 33% |
| Returns for 10 years | 49.19 | N/A | - |
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