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IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Macquarie Mid Cap Income Opps R6
Price$19.79
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
IVOSX vs JVMAX Comparison Chart in %
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IVOSX vs. JVMAX 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 IVOSX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IVOSX (930M). 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: 49.00 vs. IVOSX (27.00). 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 : 4.04 vs. JVMAX (0.36). IVOSX (55.56) and JVMAX (54.69) 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 | 10.445 | 9.166 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 1.75 | 0.58 | 304% |
| Returns for 1 year | 4.04 | 0.36 | 1,128% |
| Returns for 3 years | 21.28 | 19.68 | 108% |
| Returns for 5 years | 55.56 | 54.69 | 102% |
| Returns for 10 years | 110.04 | 44.49 | 247% |
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