Interact to see
Advertisement
Advertisement
IVOAX vs JVMSX
IVOAX vs JVMSX Comparison
Open Charts IVOAX vs JVMSX
Macquarie Mid Cap Income Opps A
Price$19.29
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
JHancock Disciplined Value Mid Cap R2
Price$29.34
Change-$0.39 (-1.31%)
VolumeN/A
Net Assets24.25B
IVOAX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOAX vs. JVMSX commentary
Nov 15, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. IVOAX (812M). IVOAX pays higher dividends than JVMSX: IVOAX (1.38) vs JVMSX (0.41). IVOAX was incepted earlier than JVMSX: IVOAX (11 years) vs JVMSX (14 years). IVOAX (1.27) 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 : -6.25 vs. JVMSX (-6.92). JVMSX return over 5 years is better than : 34.53 vs. IVOAX (32.44).
| IVOAX | JVMSX | IVOAX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.27 | 1.25 | 102% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.880 | 9.437 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 24.2B | 3% |
| Annual Yield % from dividends | 1.38 | 0.41 | 339% |
| Returns for 1 year | -6.25 | -6.92 | 90% |
| Returns for 3 years | 14.62 | 14.26 | 102% |
| Returns for 5 years | 32.44 | 34.53 | 94% |
| Returns for 10 years | 104.88 | 46.70 | 225% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ABXB | 19.76 | N/A | N/A |
| Abacus Flexible Bond Leaders ETF | |||
| TOTL | 40.42 | -0.10 | -0.25% |
| State Street® DoubleLine® TR Tact ETF | |||
| FDV | 28.57 | -0.11 | -0.38% |
| Federated Hermes US Strategic Dvd ETF | |||
| RNEM | 55.53 | -0.30 | -0.54% |
| First Trust Emerging Markets Eq Sel ETF | |||
| CGO | 11.65 | -0.17 | -1.44% |
| Calamos Global Total Return Fund | |||