IVOAX
Price
$19.35
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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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$19.35
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.

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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).
IVOAXJVMSXIVOAX / JVMSX
Total Expense Ratio1.081.2586%
Annual Report Gross Expense Ratio1.251.2699%
Fund Existence11 years13 years-
Gain YTD7.8638.20696%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.420.42340%
Returns for 1 year4.503.00150%
Returns for 3 years22.1322.7797%
Returns for 5 years53.8460.5289%
Returns for 10 years98.5944.56221%
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