IVOSX
Price
$19.36
Change
+$0.05 (+0.26%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVOSX vs JVMSX

Header iconIVOSX vs JVMSX Comparison
Open Charts IVOSX vs JVMSXBanner 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 R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IVOSX vs JVMSX Comparison Chart in %
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IVOSX vs. JVMSX 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 JVMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. IVOSX (923M). IVOSX pays higher dividends than JVMSX: IVOSX (1.75) vs JVMSX (0.42). IVOSX was incepted earlier than JVMSX: IVOSX (11 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than IVOSX (0.93). JVMSX is a more actively managed with annual turnover of: 47.00 vs. IVOSX (17.00). IVOSX (0) and JVMSX (0) have matching initial minimum investment requirements. IVOSX annual gain was more profitable for investors over the last year : 4.86 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. IVOSX (56.45).
IVOSXJVMSXIVOSX / JVMSX
Total Expense Ratio0.731.2558%
Annual Report Gross Expense Ratio0.931.2674%
Fund Existence11 years13 years-
Gain YTD8.0458.20698%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.750.42418%
Returns for 1 year4.863.00162%
Returns for 3 years23.2722.77102%
Returns for 5 years56.4560.5293%
Returns for 10 years103.9544.56233%
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