IVOSX
Price
$19.79
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$19.79
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
IVOSX vs JVMSX Comparison Chart in %
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IVOSX vs. JVMSX commentary
Jul 27, 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: 23.1B vs. IVOSX (930M). 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: 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 : 4.04 vs. JVMSX (0.75). JVMSX (55.91) and IVOSX (55.56) have equivalent 5 years return.
IVOSXJVMSXIVOSX / JVMSX
Total Expense Ratio0.731.2558%
Annual Report Gross Expense Ratio0.931.2674%
Fund Existence11 years13 years-
Gain YTD10.4459.064115%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.750.42418%
Returns for 1 year4.040.75535%
Returns for 3 years21.2820.42104%
Returns for 5 years55.5655.9199%
Returns for 10 years110.0446.42237%
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