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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
Invesco Value Opportunities R6
Price$24.76
Change-$0.13 (-0.52%)
VolumeN/A
Net Assets5.74B
JVMIX vs VVOSX Comparison Chart in %
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JVMIX vs. VVOSX commentary
Oct 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 JVMIX is a Hold and VVOSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. VVOSX (5.74B). JVMIX pays higher dividends than VVOSX: JVMIX (0.74) vs VVOSX (0.59). JVMIX was incepted earlier than VVOSX: JVMIX (28 years) vs VVOSX (9 years). JVMIX (0.86) is less costly to investors than VVOSX (0.67). 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 : 8.15 vs. JVMIX (-4.87). VVOSX return over 5 years is better than : 124.60 vs. JVMIX (47.49).
| JVMIX | VVOSX | JVMIX / VVOSX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 0.86 | 0.67 | 128% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 9.759 | 13.059 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 5.74B | 413% |
| Annual Yield % from dividends | 0.74 | 0.59 | 126% |
| Returns for 1 year | -4.87 | 8.15 | -60% |
| Returns for 3 years | 25.37 | 59.64 | 43% |
| Returns for 5 years | 47.49 | 124.60 | 38% |
| Returns for 10 years | 51.49 | N/A | - |
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