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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Nomura Mid Cap Income Opps R6
Price$17.85
Change-$1.70 (-8.70%)
VolumeN/A
Net Assets782.44M
JHancock Disciplined Value Mid Cap R6
Price$28.89
Change-$0.82 (-2.76%)
VolumeN/A
Net Assets24.73B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. IVOSX (782M). IVOSX pays higher dividends than JVMRX: IVOSX (2.61) vs JVMRX (0.82). 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 : 5.07 vs. IVOSX (-2.19). JVMRX return over 5 years is better than : 23.56 vs. IVOSX (13.62).
| 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 | 4.938 | 5.208 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 24.7B | 3% |
| Annual Yield % from dividends | 2.61 | 0.82 | 318% |
| Returns for 1 year | -2.19 | 5.07 | -43% |
| Returns for 3 years | 3.40 | 12.07 | 28% |
| Returns for 5 years | 13.62 | 23.56 | 58% |
| Returns for 10 years | 109.98 | 80.03 | 137% |
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