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JVMSX vs VVORX
JVMSX vs VVORX Comparison
Open Charts JVMSX vs VVORX
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Invesco Value Opportunities R
Price$22.77
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets5.45B
JVMSX vs VVORX Comparison Chart in %
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JVMSX vs. VVORX 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 JVMSX is a Buy and VVORX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. VVORX (5.45B). JVMSX pays higher dividends than VVORX: JVMSX (0.40) vs VVORX (0.19). JVMSX was incepted earlier than VVORX: JVMSX (14 years) vs VVORX (13 years). VVORX (1.32) is less costly to investors than JVMSX (1.25). 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 : 15.47 vs. JVMSX (2.46). VVORX return over 5 years is better than : 111.16 vs. JVMSX (52.77).
| JVMSX | VVORX | JVMSX / VVORX | |
| Total Expense Ratio | 1.24 | 1.32 | 94% |
| Annual Report Gross Expense Ratio | 1.25 | 1.32 | 95% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 11.712 | 7.952 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 5.45B | 448% |
| Annual Yield % from dividends | 0.40 | 0.19 | 213% |
| Returns for 1 year | 2.46 | 15.47 | 16% |
| Returns for 3 years | 23.90 | 46.33 | 52% |
| Returns for 5 years | 52.77 | 111.16 | 47% |
| Returns for 10 years | 54.59 | 71.61 | 76% |
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