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IVOSX vs JVMSX
IVOSX vs JVMSX Comparison
Open Charts IVOSX vs JVMSX
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.
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.
| 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 | 10.445 | 9.064 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 1.75 | 0.42 | 418% |
| Returns for 1 year | 4.04 | 0.75 | 535% |
| Returns for 3 years | 21.28 | 20.42 | 104% |
| Returns for 5 years | 55.56 | 55.91 | 99% |
| Returns for 10 years | 110.04 | 46.42 | 237% |
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