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JVMTX vs VVOSX
JVMTX vs VVOSX Comparison
Open Charts JVMTX vs VVOSX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Invesco Value Opportunities R6
Price$22.84
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets5.15B
JVMTX vs VVOSX Comparison Chart in %
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JVMTX vs. VVOSX commentary
Jul 08, 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 JVMTX is a StrongBuy and VVOSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. VVOSX (5.15B). JVMTX (0.65) and VVOSX (0.64) have matching dividends . JVMTX was incepted earlier than VVOSX: JVMTX (12 years) vs VVOSX (8 years). JVMTX (1.11) is less costly to investors than VVOSX (0.69). JVMTX (47.00) and VVOSX (47.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than VVOSX: JVMTX (0) vs VVOSX (1000000). VVOSX annual gain was more profitable for investors over the last year : 12.39 vs. JVMTX (3.31). VVOSX return over 5 years is better than : 133.75 vs. JVMTX (61.96).
| JVMTX | VVOSX | JVMTX / VVOSX | |
| Total Expense Ratio | 1.00 | 0.69 | 145% |
| Annual Report Gross Expense Ratio | 1.11 | 0.69 | 161% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 8.361 | 4.292 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 5.15B | 439% |
| Annual Yield % from dividends | 0.65 | 0.64 | 101% |
| Returns for 1 year | 3.31 | 12.39 | 27% |
| Returns for 3 years | 23.47 | 49.53 | 47% |
| Returns for 5 years | 61.96 | 133.75 | 46% |
| Returns for 10 years | 46.97 | N/A | - |
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