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IVOYX vs JVMSX
IVOYX vs JVMSX Comparison
Open Charts IVOYX vs JVMSX
Macquarie Mid Cap Income Opps Y
Price$19.49
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets864.84M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
IVOYX vs JVMSX Comparison Chart in %
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IVOYX vs. JVMSX commentary
Oct 19, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. IVOYX (865M). IVOYX pays higher dividends than JVMSX: IVOYX (1.33) vs JVMSX (0.40). IVOYX was incepted earlier than JVMSX: IVOYX (11 years) vs JVMSX (14 years). IVOYX (1.27) 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. IVOYX annual gain was more profitable for investors over the last year : -4.79 vs. JVMSX (-5.30). JVMSX return over 5 years is better than : 45.42 vs. IVOYX (39.08).
| IVOYX | JVMSX | IVOYX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.27 | 1.25 | 102% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.274 | 9.399 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 23.9B | 4% |
| Annual Yield % from dividends | 1.33 | 0.40 | 335% |
| Returns for 1 year | -4.79 | -5.30 | 90% |
| Returns for 3 years | 24.39 | 24.28 | 100% |
| Returns for 5 years | 39.08 | 45.42 | 86% |
| Returns for 10 years | 103.15 | 47.59 | 217% |
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