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IVOSX vs JVMSX
IVOSX vs JVMSX Comparison
Open Charts IVOSX vs JVMSX
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.
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).
| IVOSX | JVMSX | IVOSX / JVMSX | |
| Total Expense Ratio | 0.73 | 1.25 | 58% |
| Annual Report Gross Expense Ratio | 0.93 | 1.26 | 74% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 8.045 | 8.206 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.75 | 0.42 | 418% |
| Returns for 1 year | 4.86 | 3.00 | 162% |
| Returns for 3 years | 23.27 | 22.77 | 102% |
| Returns for 5 years | 56.45 | 60.52 | 93% |
| Returns for 10 years | 103.95 | 44.56 | 233% |
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