Ad is loading...
Ad is loading...
JVMRX vs VVOSX
JVMRX vs VVOSX Comparison
Open Charts JVMRX vs VVOSX
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Invesco Value Opportunities R6
Price$23.60
Change-$0.35 (-1.46%)
VolumeN/A
CapitalizationN/A
JVMRX vs VVOSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. VVOSX commentary
Nov 18, 2024
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 VVOSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. VVOSX (4.44B). 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 : 41.19 vs. JVMRX (21.74). VVOSX return over 5 years is better than : 85.92 vs. JVMRX (45.54).
| 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 | 14.730 | 30.748 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 4.44B | 537% |
| Annual Yield % from dividends | 0.93 | 0.18 | 530% |
| Returns for 1 year | 21.74 | 41.19 | 53% |
| Returns for 3 years | 7.78 | 25.46 | 31% |
| Returns for 5 years | 45.54 | 85.92 | 53% |
| Returns for 10 years | 63.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...