Interact to see
Advertisement
Advertisement
IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
Macquarie Mid Cap Income Opps C
Price$19.68
Change+$0.17 (+0.87%)
VolumeN/A
Net Assets893.48M
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
IVOCX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. JVMSX commentary
Sep 29, 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 Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. IVOCX (893M). IVOCX pays higher dividends than JVMSX: IVOCX (0.66) vs JVMSX (0.40). IVOCX was incepted earlier than JVMSX: IVOCX (11 years) vs JVMSX (14 years). IVOCX (2.00) 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 : -1.31 vs. IVOCX (-2.91). JVMSX return over 5 years is better than : 59.77 vs. IVOCX (47.89).
| IVOCX | JVMSX | IVOCX / JVMSX | |
| Total Expense Ratio | 1.83 | 1.24 | 148% |
| Annual Report Gross Expense Ratio | 2.00 | 1.25 | 160% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 9.651 | 11.414 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 24.2B | 4% |
| Annual Yield % from dividends | 0.66 | 0.40 | 164% |
| Returns for 1 year | -2.91 | -1.31 | 223% |
| Returns for 3 years | 27.83 | 33.81 | 82% |
| Returns for 5 years | 47.89 | 59.77 | 80% |
| Returns for 10 years | 110.61 | 60.91 | 182% |
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 % |
| FNDA | 31.23 | 0.30 | +0.97% |
| Schwab Fundamental U.S. Small CompanyETF | |||
| NVDX | 17.47 | 0.10 | +0.58% |
| T-REX 2X Long NVIDIA Daily Target ETF | |||
| BBSB | 99.21 | N/A | N/A |
| JPMorgan BetaBuilders U.S. TrsBd1-3YrETF | |||
| TVC | 23.86 | -0.02 | -0.10% |
| Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 | |||
| SOCL | 60.24 | -0.24 | -0.40% |
| Global X Social Media ETF | |||