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IVOIX vs JVMSX
IVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSX
Macquarie Mid Cap Income Opps I
Price$19.74
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets885.92M
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
IVOIX vs JVMSX Comparison Chart in %
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IVOIX vs. JVMSX commentary
Sep 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 Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. IVOIX (886M). IVOIX pays higher dividends than JVMSX: IVOIX (1.55) vs JVMSX (0.40). IVOIX was incepted earlier than JVMSX: IVOIX (11 years) vs JVMSX (14 years). JVMSX (1.25) 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. JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. IVOIX (-1.93). JVMSX return over 5 years is better than : 59.77 vs. IVOIX (55.92).
| IVOIX | JVMSX | IVOIX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.24 | 67% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 10.507 | 11.414 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 24.2B | 4% |
| Annual Yield % from dividends | 1.55 | 0.40 | 387% |
| Returns for 1 year | -1.93 | -1.31 | 148% |
| Returns for 3 years | 31.71 | 33.81 | 94% |
| Returns for 5 years | 55.92 | 59.77 | 94% |
| Returns for 10 years | 129.15 | 60.91 | 212% |
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