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JVMTX vs VVOSX
JVMTX vs VVOSX Comparison
Open Charts JVMTX vs VVOSX
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Invesco Value Opportunities R6
Price$21.94
Change-$0.28 (-1.26%)
VolumeN/A
Net Assets4.94B
JVMTX vs VVOSX Comparison Chart
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JVMTX vs. VVOSX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. VVOSX (4.94B). VVOSX (0.68) and JVMTX (0.67) 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 : 8.87 vs. JVMTX (-3.01). VVOSX return over 5 years is better than : 120.40 vs. JVMTX (51.48).
| 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 | 2.453 | 0.183 | 1,343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 4.94B | 436% |
| Annual Yield % from dividends | 0.67 | 0.68 | 99% |
| Returns for 1 year | -3.01 | 8.87 | -34% |
| Returns for 3 years | 16.50 | 38.73 | 43% |
| Returns for 5 years | 51.48 | 120.40 | 43% |
| Returns for 10 years | 35.66 | N/A | - |
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