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JVMSX vs VVOSX
JVMSX vs VVOSX Comparison
Open Charts JVMSX vs VVOSX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Invesco Value Opportunities R6
Price$23.09
Change-$0.14 (-0.60%)
VolumeN/A
Net Assets5.26B
JVMSX vs VVOSX Comparison Chart in %
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JVMSX vs. VVOSX commentary
Aug 18, 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 VVOSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. VVOSX (5.26B). VVOSX pays higher dividends than JVMSX: VVOSX (0.64) vs JVMSX (0.41). JVMSX was incepted earlier than VVOSX: JVMSX (13 years) vs VVOSX (8 years). JVMSX (1.26) is less costly to investors than VVOSX (0.69). VVOSX is a more actively managed with annual turnover of: 53.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than VVOSX: JVMSX (0) vs VVOSX (1000000). VVOSX annual gain was more profitable for investors over the last year : 11.98 vs. JVMSX (0.34). VVOSX return over 5 years is better than : 112.42 vs. JVMSX (48.09).
| JVMSX | VVOSX | JVMSX / VVOSX | |
| Total Expense Ratio | 1.25 | 0.69 | 181% |
| Annual Report Gross Expense Ratio | 1.26 | 0.69 | 183% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 8.728 | 5.434 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 5.26B | 449% |
| Annual Yield % from dividends | 0.41 | 0.64 | 64% |
| Returns for 1 year | 0.34 | 11.98 | 3% |
| Returns for 3 years | 10.96 | 36.59 | 30% |
| Returns for 5 years | 48.09 | 112.42 | 43% |
| Returns for 10 years | 41.60 | N/A | - |
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