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JVMRX vs VVOSX
JVMRX vs VVOSX Comparison
Open Charts JVMRX vs VVOSX
JHancock Disciplined Value Mid Cap R6
Price$28.95
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.18B
Invesco Value Opportunities R6
Price$23.01
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets5.2B
JVMRX vs VVOSX Comparison Chart in %
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JVMRX vs. VVOSX commentary
Aug 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 VVOSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. VVOSX (5.2B). JVMRX pays higher dividends than VVOSX: JVMRX (0.86) vs VVOSX (0.64). JVMRX was incepted earlier than VVOSX: JVMRX (14 years) vs VVOSX (8 years). JVMRX (0.76) is less costly to investors than VVOSX (0.69). VVOSX is a more actively managed with annual turnover of: 53.00 vs. JVMRX (49.00). JVMRX (1000000) and VVOSX (1000000) have matching initial minimum investment requirements. VVOSX annual gain was more profitable for investors over the last year : 16.36 vs. JVMRX (1.89). VVOSX return over 5 years is better than : 115.07 vs. JVMRX (50.88).
| JVMRX | VVOSX | JVMRX / VVOSX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.76 | 0.69 | 110% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 7.275 | 4.384 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 5.2B | 446% |
| Annual Yield % from dividends | 0.86 | 0.64 | 135% |
| Returns for 1 year | 1.89 | 16.36 | 12% |
| Returns for 3 years | 15.75 | 41.73 | 38% |
| Returns for 5 years | 50.88 | 115.07 | 44% |
| Returns for 10 years | 45.08 | N/A | - |
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