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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$19.31
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
JHancock Disciplined Value Mid Cap R6
Price$30.00
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Nov 14, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IVOSX (812M). IVOSX pays higher dividends than JVMRX: IVOSX (1.69) vs JVMRX (0.85). IVOSX was incepted earlier than JVMRX: IVOSX (11 years) vs JVMRX (14 years). IVOSX (0.92) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVOSX (27.00). IVOSX has a lower initial minimum investment than JVMRX: IVOSX (0) vs JVMRX (1000000). IVOSX (-5.19) and JVMRX (-5.34) have marching annual gain over last year. JVMRX return over 5 years is better than : 38.63 vs. IVOSX (35.87).
| IVOSX | JVMRX | IVOSX / JVMRX | |
| Total Expense Ratio | 0.73 | 0.74 | 99% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 9.099 | 11.359 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 24.2B | 3% |
| Annual Yield % from dividends | 1.69 | 0.85 | 198% |
| Returns for 1 year | -5.19 | -5.34 | 97% |
| Returns for 3 years | 15.22 | 15.57 | 98% |
| Returns for 5 years | 35.87 | 38.63 | 93% |
| Returns for 10 years | 115.30 | 55.27 | 209% |
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