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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$19.36
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IVOSX (923M). IVOSX pays higher dividends than JVMRX: IVOSX (1.75) vs JVMRX (0.88). IVOSX was incepted earlier than JVMRX: IVOSX (11 years) vs JVMRX (14 years). IVOSX (0.93) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOSX (17.00). IVOSX has a lower initial minimum investment than JVMRX: IVOSX (0) vs JVMRX (1000000). IVOSX annual gain was more profitable for investors over the last year : 4.86 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IVOSX (56.45).
| IVOSX | JVMRX | IVOSX / JVMRX | |
| Total Expense Ratio | 0.73 | 0.75 | 97% |
| Annual Report Gross Expense Ratio | 0.93 | 0.76 | 122% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.045 | 8.500 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.75 | 0.88 | 199% |
| Returns for 1 year | 4.86 | 3.59 | 135% |
| Returns for 3 years | 23.27 | 24.14 | 96% |
| Returns for 5 years | 56.45 | 63.32 | 89% |
| Returns for 10 years | 103.95 | 49.30 | 211% |
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