IVOAX
Price
$19.66
Change
-$0.11 (-0.56%)
Updated
Jul 28 closing price
Net Assets
930.38M
JVMSX
Price
$29.13
Change
-$0.11 (-0.38%)
Updated
Jul 28 closing price
Net Assets
23.06B
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IVOAX vs JVMSX

Header iconIVOAX vs JVMSX Comparison
Open Charts IVOAX vs JVMSXBanner chart's image
Macquarie Mid Cap Income Opps A
Price$19.66
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap R2
Price$29.13
Change-$0.11 (-0.38%)
VolumeN/A
Net Assets23.06B
IVOAX vs JVMSX Comparison Chart in %
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IVOAX vs. JVMSX commentary
Jul 29, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. IVOAX (930M). 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: 49.00 vs. IVOAX (27.00). 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 : 1.58 vs. JVMSX (-1.05). JVMSX return over 5 years is better than : 53.38 vs. IVOAX (48.71).
IVOAXJVMSXIVOAX / JVMSX
Total Expense Ratio1.081.2586%
Annual Report Gross Expense Ratio1.251.2699%
Fund Existence11 years13 years-
Gain YTD9.5918.653111%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.420.42340%
Returns for 1 year1.58-1.05-151%
Returns for 3 years14.9815.3698%
Returns for 5 years48.7153.3891%
Returns for 10 years101.9643.41235%
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