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IVOIX vs JVMSX
IVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSX
Macquarie Mid Cap Income Opps I
Price$19.37
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IVOIX vs JVMSX Comparison Chart in %
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IVOIX vs. JVMSX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. IVOIX (923M). 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: 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 : 4.78 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. IVOIX (56.28).
| 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 | 8.018 | 8.206 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.63 | 0.42 | 390% |
| Returns for 1 year | 4.78 | 3.00 | 159% |
| Returns for 3 years | 23.03 | 22.77 | 101% |
| Returns for 5 years | 56.28 | 60.52 | 93% |
| Returns for 10 years | 103.48 | 44.56 | 232% |
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