IVOSX
Price
$19.36
Change
+$0.05 (+0.26%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVOSX vs JVMRX

Header iconIVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRXBanner chart's image
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.

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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).
IVOSXJVMRXIVOSX / JVMRX
Total Expense Ratio0.730.7597%
Annual Report Gross Expense Ratio0.930.76122%
Fund Existence11 years14 years-
Gain YTD8.0458.50095%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.750.88199%
Returns for 1 year4.863.59135%
Returns for 3 years23.2724.1496%
Returns for 5 years56.4563.3289%
Returns for 10 years103.9549.30211%
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