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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Invesco Value Opportunities R6
Price$23.74
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets5.43B
JVMIX vs VVOSX Comparison Chart in %
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JVMIX vs. VVOSX commentary
Sep 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 JVMIX is a Buy and VVOSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. VVOSX (5.43B). JVMIX pays higher dividends than VVOSX: JVMIX (0.74) vs VVOSX (0.62). JVMIX was incepted earlier than VVOSX: JVMIX (28 years) vs VVOSX (8 years). JVMIX (0.86) 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 : 16.48 vs. JVMIX (2.91). VVOSX return over 5 years is better than : 119.77 vs. JVMIX (54.86).
| JVMIX | VVOSX | JVMIX / VVOSX | |
| Total Expense Ratio | 0.85 | 0.69 | 123% |
| Annual Report Gross Expense Ratio | 0.86 | 0.69 | 125% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 11.985 | 8.402 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 5.43B | 448% |
| Annual Yield % from dividends | 0.74 | 0.62 | 121% |
| Returns for 1 year | 2.91 | 16.48 | 18% |
| Returns for 3 years | 24.95 | 49.93 | 50% |
| Returns for 5 years | 54.86 | 119.77 | 46% |
| Returns for 10 years | 58.60 | N/A | - |
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