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IVOAX vs JVMSX
IVOAX vs JVMSX Comparison
Open Charts IVOAX vs JVMSX
Macquarie Mid Cap Income Opps A
Price$19.96
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets906.22M
JHancock Disciplined Value Mid Cap R2
Price$30.01
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
IVOAX vs JVMSX Comparison Chart in %
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IVOAX vs. JVMSX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.4B vs. IVOAX (906M). IVOAX pays higher dividends than JVMSX: IVOAX (1.35) vs JVMSX (0.40). IVOAX was incepted earlier than JVMSX: IVOAX (11 years) vs JVMSX (14 years). IVOAX (1.25) and JVMSX (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 : 2.66 vs. JVMSX (2.46). JVMSX return over 5 years is better than : 52.77 vs. IVOAX (46.71).
| IVOAX | JVMSX | IVOAX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.25 | 1.25 | 100% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.319 | 11.712 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 24.4B | 4% |
| Annual Yield % from dividends | 1.35 | 0.40 | 338% |
| Returns for 1 year | 2.66 | 2.46 | 108% |
| Returns for 3 years | 22.02 | 23.90 | 92% |
| Returns for 5 years | 46.71 | 52.77 | 89% |
| Returns for 10 years | 113.87 | 54.59 | 209% |
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