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JVMSX vs VVORX
JVMSX vs VVORX Comparison
Open Charts JVMSX vs VVORX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Invesco Value Opportunities R
Price$23.26
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets6.43B
JVMSX vs VVORX Comparison Chart in %
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JVMSX vs. VVORX commentary
Dec 27, 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 JVMSX is a Hold and VVORX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. VVORX (6.43B). JVMSX pays higher dividends than VVORX: JVMSX (0.40) vs VVORX (0.17). JVMSX was incepted earlier than VVORX: JVMSX (14 years) vs VVORX (14 years). VVORX (1.27) and JVMSX (1.25) have similar cost to investors . VVORX is a more actively managed with annual turnover of: 53.00 vs. JVMSX (49.00). JVMSX (0) and VVORX (0) have matching initial minimum investment requirements. VVORX annual gain was more profitable for investors over the last year : 9.05 vs. JVMSX (2.29). VVORX return over 5 years is better than : 76.51 vs. JVMSX (22.25).
| JVMSX | VVORX | JVMSX / VVORX | |
| Total Expense Ratio | 1.24 | 1.27 | 98% |
| Annual Report Gross Expense Ratio | 1.25 | 1.27 | 98% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 3.506 | 10.762 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 6.43B | 372% |
| Annual Yield % from dividends | 0.40 | 0.17 | 228% |
| Returns for 1 year | 2.29 | 9.05 | 25% |
| Returns for 3 years | 15.22 | 50.00 | 30% |
| Returns for 5 years | 22.25 | 76.51 | 29% |
| Returns for 10 years | 46.26 | 105.49 | 44% |
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