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IVOAX vs JVMSX
IVOAX vs JVMSX Comparison
Open Charts IVOAX vs JVMSX
Macquarie Mid Cap Income Opps A
Price$18.48
Change-$0.30 (-1.60%)
VolumeN/A
Net Assets905.48M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IVOAX vs JVMSX Comparison Chart
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IVOAX vs. JVMSX 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 IVOAX is a Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. IVOAX (905M). IVOAX pays higher dividends than JVMSX: IVOAX (1.42) vs JVMSX (0.43). 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 : -2.63 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. IVOAX (45.24).
| 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 | 2.590 | 2.313 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 21.5B | 4% |
| Annual Yield % from dividends | 1.42 | 0.43 | 329% |
| Returns for 1 year | -2.63 | -3.29 | 80% |
| Returns for 3 years | 17.22 | 15.80 | 109% |
| Returns for 5 years | 45.24 | 50.13 | 90% |
| Returns for 10 years | 86.12 | 33.43 | 258% |
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