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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Invesco Value Opportunities R6
Price$23.09
Change-$0.14 (-0.60%)
VolumeN/A
Net Assets5.26B
JVMIX vs VVOSX Comparison Chart in %
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JVMIX vs. VVOSX commentary
Aug 18, 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 JVMIX is a Buy and VVOSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. VVOSX (5.26B). JVMIX pays higher dividends than VVOSX: JVMIX (0.76) vs VVOSX (0.64). JVMIX was incepted earlier than VVOSX: JVMIX (28 years) vs VVOSX (8 years). JVMIX (0.88) is less costly to investors than VVOSX (0.69). VVOSX is a more actively managed with annual turnover of: 53.00 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than VVOSX: JVMIX (250000) vs VVOSX (1000000). VVOSX annual gain was more profitable for investors over the last year : 11.98 vs. JVMIX (0.76). VVOSX return over 5 years is better than : 112.42 vs. JVMIX (50.10).
| JVMIX | VVOSX | JVMIX / VVOSX | |
| Total Expense Ratio | 0.87 | 0.69 | 126% |
| Annual Report Gross Expense Ratio | 0.88 | 0.69 | 128% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 8.980 | 5.434 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 5.26B | 449% |
| Annual Yield % from dividends | 0.76 | 0.64 | 120% |
| Returns for 1 year | 0.76 | 11.98 | 6% |
| Returns for 3 years | 11.90 | 36.59 | 33% |
| Returns for 5 years | 50.10 | 112.42 | 45% |
| Returns for 10 years | 45.29 | N/A | - |
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