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JVMRX vs VVOSX
JVMRX vs VVOSX Comparison
Open Charts JVMRX vs VVOSX
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.64B
Invesco Value Opportunities R6
Price$22.73
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets5.14B
JVMRX vs VVOSX Comparison Chart in %
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JVMRX vs. VVOSX commentary
Jul 20, 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: 22.6B vs. VVOSX (5.14B). JVMRX pays higher dividends than VVOSX: JVMRX (0.88) 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 : 9.71 vs. JVMRX (-0.16). VVOSX return over 5 years is better than : 123.58 vs. JVMRX (57.88).
| 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 | 8.315 | 3.790 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 5.14B | 440% |
| Annual Yield % from dividends | 0.88 | 0.64 | 137% |
| Returns for 1 year | -0.16 | 9.71 | -2% |
| Returns for 3 years | 21.06 | 45.90 | 46% |
| Returns for 5 years | 57.88 | 123.58 | 47% |
| Returns for 10 years | 48.04 | N/A | - |
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