IVOCX
Price
$19.31
Change
+$0.05 (+0.26%)
Updated
Oct 17 closing price
Net Assets
864.84M
JVMSX
Price
$29.33
Change
+$0.12 (+0.41%)
Updated
Oct 17 closing price
Net Assets
23.85B
Interact to see
Advertisement

IVOCX vs JVMSX

Header iconIVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSXBanner chart's image
Macquarie Mid Cap Income Opps C
Price$19.31
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets864.84M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
IVOCX vs JVMSX Comparison Chart in %
View a ticker or compare two or three
VS
IVOCX vs. JVMSX commentary
Oct 19, 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 IVOCX is a Hold and JVMSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. IVOCX (865M). IVOCX pays higher dividends than JVMSX: IVOCX (0.65) vs JVMSX (0.40). IVOCX was incepted earlier than JVMSX: IVOCX (11 years) vs JVMSX (14 years). IVOCX (2.02) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). JVMSX has a lower initial minimum investment than IVOCX: JVMSX (0) vs IVOCX (1000). JVMSX annual gain was more profitable for investors over the last year : -5.30 vs. IVOCX (-5.62). JVMSX return over 5 years is better than : 45.42 vs. IVOCX (33.79).
IVOCXJVMSXIVOCX / JVMSX
Total Expense Ratio1.831.24148%
Annual Report Gross Expense Ratio2.021.25162%
Fund Existence11 years14 years-
Gain YTD7.5909.39981%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets865M23.9B4%
Annual Yield % from dividends0.650.40163%
Returns for 1 year-5.62-5.30106%
Returns for 3 years21.4924.2888%
Returns for 5 years33.7945.4274%
Returns for 10 years91.2547.59192%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
GFS34.590.01
+0.04%
GlobalFoundries
CMBT9.63N/A
N/A
CMB.TECH NV
PLAY18.00-0.54
-2.91%
Dave & Buster's Entertainment
ORKT1.69-0.07
-3.98%
Orangekloud Technology Inc
NAUT0.97-0.10
-9.35%
Nautilus Biotechnolgy