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IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
Macquarie Mid Cap Income Opps C
Price$18.41
Change-$0.31 (-1.66%)
VolumeN/A
Net Assets905.48M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IVOCX vs JVMSX Comparison Chart
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IVOCX vs. JVMSX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. IVOCX (905M). IVOCX pays higher dividends than JVMSX: IVOCX (0.67) vs JVMSX (0.43). IVOCX was incepted earlier than JVMSX: IVOCX (11 years) vs JVMSX (13 years). IVOCX (2.00) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. IVOCX (17.00). JVMSX has a lower initial minimum investment than IVOCX: JVMSX (0) vs IVOCX (1000). JVMSX (-3.29) and IVOCX (-3.40) have marching annual gain over last year. JVMSX return over 5 years is better than : 50.13 vs. IVOCX (39.81).
| IVOCX | JVMSX | IVOCX / JVMSX | |
| Total Expense Ratio | 1.83 | 1.25 | 146% |
| Annual Report Gross Expense Ratio | 2.00 | 1.26 | 159% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.223 | 2.313 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 21.5B | 4% |
| Annual Yield % from dividends | 0.67 | 0.43 | 156% |
| Returns for 1 year | -3.40 | -3.29 | 103% |
| Returns for 3 years | 14.59 | 15.80 | 92% |
| Returns for 5 years | 39.81 | 50.13 | 79% |
| Returns for 10 years | 75.74 | 33.43 | 227% |
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