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IVOSX vs JVMSX
IVOSX vs JVMSX Comparison
Open Charts IVOSX vs JVMSX
Nomura Mid Cap Income Opps R6
Price$17.85
Change-$1.70 (-8.70%)
VolumeN/A
Net Assets782.44M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
IVOSX vs JVMSX Comparison Chart in %
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IVOSX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. IVOSX (782M). IVOSX pays higher dividends than JVMSX: IVOSX (2.61) vs JVMSX (0.37). IVOSX was incepted earlier than JVMSX: IVOSX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IVOSX (0.92). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOSX (27.00). IVOSX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. IVOSX (-2.19). JVMSX return over 5 years is better than : 20.95 vs. IVOSX (13.62).
| IVOSX | JVMSX | IVOSX / JVMSX | |
| Total Expense Ratio | 0.73 | 1.24 | 59% |
| Annual Report Gross Expense Ratio | 0.92 | 1.25 | 74% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 4.938 | 5.163 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 24.7B | 3% |
| Annual Yield % from dividends | 2.61 | 0.37 | 707% |
| Returns for 1 year | -2.19 | 4.49 | -49% |
| Returns for 3 years | 3.40 | 10.32 | 33% |
| Returns for 5 years | 13.62 | 20.95 | 65% |
| Returns for 10 years | 109.98 | 73.49 | 150% |
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