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IVOYX vs JVMSX
IVOYX vs JVMSX Comparison
Open Charts IVOYX vs JVMSX
Macquarie Mid Cap Income Opps Y
Price$19.85
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets893.48M
JHancock Disciplined Value Mid Cap R2
Price$29.87
Change+$0.31 (+1.05%)
VolumeN/A
Net Assets24.25B
IVOYX vs JVMSX Comparison Chart in %
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IVOYX vs. JVMSX commentary
Sep 28, 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 IVOYX is a Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. IVOYX (893M). IVOYX pays higher dividends than JVMSX: IVOYX (1.35) vs JVMSX (0.40). IVOYX was incepted earlier than JVMSX: IVOYX (11 years) vs JVMSX (14 years). IVOYX (1.25) and JVMSX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (27.00). IVOYX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -1.31 vs. IVOYX (-2.13). JVMSX return over 5 years is better than : 59.77 vs. IVOYX (53.68).
| IVOYX | JVMSX | IVOYX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.25 | 1.25 | 100% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 10.274 | 11.414 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 24.2B | 4% |
| Annual Yield % from dividends | 1.35 | 0.40 | 336% |
| Returns for 1 year | -2.13 | -1.31 | 163% |
| Returns for 3 years | 30.85 | 33.81 | 91% |
| Returns for 5 years | 53.68 | 59.77 | 90% |
| Returns for 10 years | 123.55 | 60.91 | 203% |
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