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JVMIX vs VVOSX
JVMIX vs VVOSX Comparison
Open Charts JVMIX vs VVOSX
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
Invesco Value Opportunities R6
Price$25.87
Change+$0.81 (+3.23%)
VolumeN/A
Net Assets7B
JVMIX vs VVOSX Comparison Chart in %
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JVMIX vs. VVOSX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. VVOSX (7B). JVMIX pays higher dividends than VVOSX: JVMIX (0.72) vs VVOSX (0.50). JVMIX was incepted earlier than VVOSX: JVMIX (29 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 : 14.10 vs. JVMIX (4.96). VVOSX return over 5 years is better than : 82.63 vs. JVMIX (23.04).
| JVMIX | VVOSX | JVMIX / VVOSX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 0.86 | 0.67 | 128% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 5.206 | 7.972 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 7B | 353% |
| Annual Yield % from dividends | 0.72 | 0.50 | 145% |
| Returns for 1 year | 4.96 | 14.10 | 35% |
| Returns for 3 years | 11.72 | 54.62 | 21% |
| Returns for 5 years | 23.04 | 82.63 | 28% |
| Returns for 10 years | 78.79 | N/A | - |
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