IVOYX
Price
$19.91
Change
+$0.09 (+0.45%)
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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IVOYX vs JVMSX

Header iconIVOYX vs JVMSX Comparison
Open Charts IVOYX vs JVMSXBanner chart's image
Macquarie Mid Cap Income Opps Y
Price$19.91
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
IVOYX vs JVMSX Comparison Chart in %
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IVOYX 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 IVOYX is a StrongBuy and JVMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. IVOYX (930M). IVOYX pays higher dividends than JVMSX: IVOYX (1.42) vs JVMSX (0.42). IVOYX was incepted earlier than JVMSX: IVOYX (11 years) vs JVMSX (13 years). JVMSX (1.26) and IVOYX (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. IVOYX annual gain was more profitable for investors over the last year : 3.82 vs. JVMSX (0.75). JVMSX return over 5 years is better than : 55.91 vs. IVOYX (53.07).
IVOYXJVMSXIVOYX / JVMSX
Total Expense Ratio1.081.2586%
Annual Report Gross Expense Ratio1.251.2699%
Fund Existence11 years13 years-
Gain YTD10.2519.064113%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.420.42339%
Returns for 1 year3.820.75506%
Returns for 3 years20.2420.4299%
Returns for 5 years53.0755.9195%
Returns for 10 years104.7446.42226%
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