IVOIX
Price
$20.00
Change
+$0.04 (+0.20%)
Updated
Sep 5 closing price
Net Assets
906.07M
JVMSX
Price
$29.93
Change
+$0.44 (+1.49%)
Updated
Sep 4 closing price
Net Assets
24.3B
Interact to see
Advertisement

IVOIX vs JVMSX

Header iconIVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSXBanner chart's image
Macquarie Mid Cap Income Opps I
Price$20.00
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets906.07M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.3B
IVOIX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IVOIX vs. JVMSX commentary
Sep 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 IVOIX is a Buy and JVMSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. IVOIX (906M). 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. IVOIX annual gain was more profitable for investors over the last year : 2.94 vs. JVMSX (2.39). JVMSX return over 5 years is better than : 52.66 vs. IVOIX (49.02).
IVOIXJVMSXIVOIX / JVMSX
Total Expense Ratio0.831.2467%
Annual Report Gross Expense Ratio1.001.2580%
Fund Existence11 years14 years-
Gain YTD11.53111.63799%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets906M24.3B4%
Annual Yield % from dividends1.550.40387%
Returns for 1 year2.942.39123%
Returns for 3 years22.9123.8196%
Returns for 5 years49.0252.6693%
Returns for 10 years119.2254.48219%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FTXG22.380.16
+0.73%
First Trust Nasdaq Food & Beverage ETF
STXT20.330.08
+0.42%
Strive Total Return Bond ETF
UTG37.390.12
+0.32%
Reaves Utility Income Fund
FFA21.33-0.06
-0.28%
First Trust Enhanced Equity Income Fund
SPBU26.88-0.09
-0.33%
AllianzIM Buffer15 Uncapped Allc ETF