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IVOAX vs JVMSX
IVOAX vs JVMSX Comparison
Open Charts IVOAX vs JVMSX
Macquarie Mid Cap Income Opps A
Price$19.69
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets898.32M
JHancock Disciplined Value Mid Cap R2
Price$29.68
Change-$0.20 (-0.67%)
VolumeN/A
Net Assets24.26B
IVOAX vs JVMSX Comparison Chart in %
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IVOAX vs. JVMSX commentary
Oct 09, 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 IVOAX is a Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. IVOAX (898M). IVOAX pays higher dividends than JVMSX: IVOAX (1.34) vs JVMSX (0.40). IVOAX was incepted earlier than JVMSX: IVOAX (11 years) vs JVMSX (14 years). IVOAX (1.25) and JVMSX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOAX (27.00). JVMSX has a lower initial minimum investment than IVOAX: JVMSX (0) vs IVOAX (1000). IVOAX annual gain was more profitable for investors over the last year : 0.61 vs. JVMSX (-0.92). JVMSX return over 5 years is better than : 47.57 vs. IVOAX (44.19).
| IVOAX | JVMSX | IVOAX / 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 | 11.291 | 11.451 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 24.3B | 4% |
| Annual Yield % from dividends | 1.34 | 0.40 | 337% |
| Returns for 1 year | 0.61 | -0.92 | -67% |
| Returns for 3 years | 30.67 | 29.38 | 104% |
| Returns for 5 years | 44.19 | 47.57 | 93% |
| Returns for 10 years | 109.76 | 51.10 | 215% |
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