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JVMRX vs VVOSX
JVMRX vs VVOSX Comparison
Open Charts JVMRX vs VVOSX
JHancock Disciplined Value Mid Cap R6
Price$29.59
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
JVMRX vs VVOSX Comparison Chart in %
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JVMRX 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 JVMRX is a Hold and VVOSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. VVOSX (5.74B). JVMRX pays higher dividends than VVOSX: JVMRX (0.84) vs VVOSX (0.59). JVMRX was incepted earlier than VVOSX: JVMRX (14 years) vs VVOSX (9 years). JVMRX (0.75) is less costly to investors than VVOSX (0.67). 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 : 8.15 vs. JVMRX (-4.79). VVOSX return over 5 years is better than : 124.60 vs. JVMRX (47.93).
| JVMRX | VVOSX | JVMRX / VVOSX | |
| Total Expense Ratio | 0.74 | 0.67 | 110% |
| Annual Report Gross Expense Ratio | 0.75 | 0.67 | 112% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 9.837 | 13.059 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 5.74B | 413% |
| Annual Yield % from dividends | 0.84 | 0.59 | 142% |
| Returns for 1 year | -4.79 | 8.15 | -59% |
| Returns for 3 years | 25.62 | 59.64 | 43% |
| Returns for 5 years | 47.93 | 124.60 | 38% |
| Returns for 10 years | 52.40 | N/A | - |
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