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IVOAX vs JVMSX
IVOAX vs JVMSX Comparison
Open Charts IVOAX vs JVMSX
Macquarie Mid Cap Income Opps A
Price$19.35
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IVOAX vs JVMSX Comparison Chart in %
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IVOAX vs. JVMSX commentary
Jul 07, 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 IVOAX is a StrongBuy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. IVOAX (923M). IVOAX pays higher dividends than JVMSX: IVOAX (1.42) vs JVMSX (0.42). IVOAX was incepted earlier than JVMSX: IVOAX (11 years) vs JVMSX (13 years). JVMSX (1.26) and IVOAX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 47.00 vs. IVOAX (17.00). JVMSX has a lower initial minimum investment than IVOAX: JVMSX (0) vs IVOAX (1000). IVOAX annual gain was more profitable for investors over the last year : 4.50 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. IVOAX (53.84).
| IVOAX | JVMSX | IVOAX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.25 | 86% |
| Annual Report Gross Expense Ratio | 1.25 | 1.26 | 99% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 7.863 | 8.206 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.42 | 0.42 | 340% |
| Returns for 1 year | 4.50 | 3.00 | 150% |
| Returns for 3 years | 22.13 | 22.77 | 97% |
| Returns for 5 years | 53.84 | 60.52 | 89% |
| Returns for 10 years | 98.59 | 44.56 | 221% |
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