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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Nomura Mid Cap Income Opps R6
Price$17.07
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets787.56M
JHancock Disciplined Value Mid Cap R6
Price$30.36
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets24.51B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.5B vs. IVOSX (788M). 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 : -5.80 vs. IVOSX (-7.37). JVMRX return over 5 years is better than : 33.99 vs. IVOSX (30.04).
| 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 | 8.482 | 12.138 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 24.5B | 3% |
| Annual Yield % from dividends | 1.67 | 0.83 | 201% |
| Returns for 1 year | -7.37 | -5.80 | 127% |
| Returns for 3 years | 15.78 | 14.73 | 107% |
| Returns for 5 years | 30.04 | 33.99 | 88% |
| Returns for 10 years | 110.62 | 51.15 | 216% |
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