IVOIX
Price
$19.80
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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IVOIX vs JVMSX

Header iconIVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSXBanner chart's image
Macquarie Mid Cap Income Opps I
Price$19.80
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
IVOIX vs JVMSX Comparison Chart in %
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IVOIX vs. JVMSX commentary
Jul 27, 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 StrongBuy and JVMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. IVOIX (930M). IVOIX pays higher dividends than JVMSX: IVOIX (1.63) vs JVMSX (0.42). 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: 49.00 vs. IVOIX (27.00). IVOIX (0) and JVMSX (0) have matching initial minimum investment requirements. IVOIX annual gain was more profitable for investors over the last year : 4.01 vs. JVMSX (0.75). JVMSX (55.91) and IVOIX (55.27) have equivalent 5 years return.
IVOIXJVMSXIVOIX / JVMSX
Total Expense Ratio0.831.2566%
Annual Report Gross Expense Ratio1.001.2679%
Fund Existence11 years13 years-
Gain YTD10.4169.064115%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.630.42390%
Returns for 1 year4.010.75532%
Returns for 3 years21.0520.42103%
Returns for 5 years55.2755.9199%
Returns for 10 years109.5546.42236%
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