Interact to see
Advertisement
Advertisement
IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Macquarie Mid Cap Income Opps R6
Price$19.36
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
IVOSX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. JVMAX commentary
Jul 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 IVOSX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. IVOSX (923M). IVOSX pays higher dividends than JVMAX: IVOSX (1.75) vs JVMAX (0.58). IVOSX was incepted earlier than JVMAX: IVOSX (11 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than IVOSX (0.93). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IVOSX (17.00). IVOSX has a lower initial minimum investment than JVMAX: IVOSX (0) vs JVMAX (1000). IVOSX annual gain was more profitable for investors over the last year : 4.86 vs. JVMAX (2.59). JVMAX (59.32) and IVOSX (56.45) have equivalent 5 years return.
| IVOSX | JVMAX | IVOSX / JVMAX | |
| Total Expense Ratio | 0.73 | 1.12 | 65% |
| Annual Report Gross Expense Ratio | 0.93 | 1.13 | 82% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.045 | 8.301 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.75 | 0.58 | 304% |
| Returns for 1 year | 4.86 | 2.59 | 188% |
| Returns for 3 years | 23.27 | 22.00 | 106% |
| Returns for 5 years | 56.45 | 59.32 | 95% |
| Returns for 10 years | 103.95 | 42.63 | 244% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement