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IVOSX vs JVMSX
IVOSX vs JVMSX Comparison
Open Charts IVOSX vs JVMSX
Macquarie Mid Cap Income Opps R6
Price$19.47
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets818.87M
JHancock Disciplined Value Mid Cap R2
Price$29.73
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
IVOSX vs JVMSX Comparison Chart in %
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IVOSX vs. JVMSX commentary
Nov 14, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. IVOSX (819M). IVOSX pays higher dividends than JVMSX: IVOSX (1.69) vs JVMSX (0.41). 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. IVOSX annual gain was more profitable for investors over the last year : -5.19 vs. JVMSX (-5.86). JVMSX (36.31) and IVOSX (35.87) have equivalent 5 years return.
| 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 | 9.099 | 10.891 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 24.2B | 3% |
| Annual Yield % from dividends | 1.69 | 0.41 | 415% |
| Returns for 1 year | -5.19 | -5.86 | 89% |
| Returns for 3 years | 15.22 | 14.37 | 106% |
| Returns for 5 years | 35.87 | 36.31 | 99% |
| Returns for 10 years | 115.30 | 50.42 | 229% |
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