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IVOIX vs JVMSX
IVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSX
Macquarie Mid Cap Income Opps I
Price$18.50
Change-$0.31 (-1.65%)
VolumeN/A
Net Assets905.48M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IVOIX vs JVMSX Comparison Chart
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IVOIX vs. JVMSX commentary
Jun 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 IVOIX is a Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. IVOIX (905M). IVOIX pays higher dividends than JVMSX: IVOIX (1.65) vs JVMSX (0.43). IVOIX was incepted earlier than JVMSX: IVOIX (11 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than IVOIX (1.00). JVMSX is a more actively managed with annual turnover of: 47.00 vs. IVOIX (17.00). IVOIX (0) and JVMSX (0) have matching initial minimum investment requirements. IVOIX annual gain was more profitable for investors over the last year : -2.41 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. IVOIX (47.47).
| IVOIX | JVMSX | IVOIX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.25 | 66% |
| Annual Report Gross Expense Ratio | 1.00 | 1.26 | 79% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.688 | 2.313 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 21.5B | 4% |
| Annual Yield % from dividends | 1.65 | 0.43 | 381% |
| Returns for 1 year | -2.41 | -3.29 | 73% |
| Returns for 3 years | 18.10 | 15.80 | 115% |
| Returns for 5 years | 47.47 | 50.13 | 95% |
| Returns for 10 years | 90.62 | 33.43 | 271% |
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