Interact to see
Advertisement
Advertisement
IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Nomura Mid Cap Income Opps R6
Price$17.30
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets784.5M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
IVOSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. JVMRX commentary
Dec 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. IVOSX (784M). IVOSX pays higher dividends than JVMRX: IVOSX (1.67) vs JVMRX (0.83). 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). JVMRX annual gain was more profitable for investors over the last year : 2.35 vs. IVOSX (-4.69). JVMRX return over 5 years is better than : 24.33 vs. IVOSX (13.16).
| 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 | -3.061 | 3.563 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 23.9B | 3% |
| Annual Yield % from dividends | 1.67 | 0.83 | 201% |
| Returns for 1 year | -4.69 | 2.35 | -200% |
| Returns for 3 years | 10.48 | 16.55 | 63% |
| Returns for 5 years | 13.16 | 24.33 | 54% |
| Returns for 10 years | 90.75 | 51.02 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XOEF | 26.21 | -0.01 | -0.04% |
| iShares S&P 500 ex S&P 100 ETF | |||
| QGRO | 116.69 | -0.10 | -0.09% |
| American Century US Quality Growth ETF | |||
| WTBN | 25.46 | -0.22 | -0.88% |
| WisdomTree Bianco Fixed Inc Ttl Ret ETF | |||
| AMZA | 39.07 | -0.54 | -1.36% |
| InfraCap MLP ETF | |||
| BLKC | 23.94 | -0.45 | -1.84% |
| Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF | |||