IVOSX
Price
$19.36
Change
+$0.05 (+0.26%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVOSX vs JVMAX

Header iconIVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAXBanner chart's image
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 %
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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.

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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.
IVOSXJVMAXIVOSX / JVMAX
Total Expense Ratio0.731.1265%
Annual Report Gross Expense Ratio0.931.1382%
Fund Existence11 years28 years-
Gain YTD8.0458.30197%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.750.58304%
Returns for 1 year4.862.59188%
Returns for 3 years23.2722.00106%
Returns for 5 years56.4559.3295%
Returns for 10 years103.9542.63244%
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