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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$19.79
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Jul 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 StrongBuy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. IVOSX (930M). 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: 49.00 vs. IVOSX (27.00). 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 : 4.04 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. IVOSX (55.56).
| 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 | 10.445 | 9.354 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 1.75 | 0.88 | 199% |
| Returns for 1 year | 4.04 | 1.28 | 316% |
| Returns for 3 years | 21.28 | 21.72 | 98% |
| Returns for 5 years | 55.56 | 58.56 | 95% |
| Returns for 10 years | 110.04 | 51.14 | 215% |
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