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IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
Macquarie Mid Cap Income Opps C
Price$19.30
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IVOCX vs JVMSX Comparison Chart in %
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IVOCX vs. JVMSX commentary
Jul 07, 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 StrongBuy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. IVOCX (923M). IVOCX pays higher dividends than JVMSX: IVOCX (0.69) vs JVMSX (0.42). 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). IVOCX annual gain was more profitable for investors over the last year : 3.64 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. IVOCX (47.98).
| 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 | 7.400 | 8.206 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 0.69 | 0.42 | 165% |
| Returns for 1 year | 3.64 | 3.00 | 121% |
| Returns for 3 years | 19.31 | 22.77 | 85% |
| Returns for 5 years | 47.98 | 60.52 | 79% |
| Returns for 10 years | 87.37 | 44.56 | 196% |