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IVOAX vs JVMSX
IVOAX vs JVMSX Comparison
Open Charts IVOAX vs JVMSX
Delaware Ivy Mid Cap Income Opps A
Price$20.66
Change+$0.10 (+0.49%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$31.11
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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IVOAX vs JVMSX Comparison Chart
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IVOAX vs. JVMSX commentary
Oct 18, 2024
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 StrongBuy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. IVOAX (1.13B). IVOAX pays higher dividends than JVMSX: IVOAX (1.63) vs JVMSX (0.52). IVOAX was incepted earlier than JVMSX: IVOAX (10 years) vs JVMSX (13 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. IVOAX (29.00). 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 : 23.18 vs. JVMSX (21.82). JVMSX (48.78) and IVOAX (48.77) have equivalent 5 years return.
| IVOAX | JVMSX | IVOAX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 12.875 | 14.055 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.9B | 5% |
| Annual Yield % from dividends | 1.63 | 0.52 | 312% |
| Returns for 1 year | 23.18 | 21.82 | 106% |
| Returns for 3 years | 9.43 | 9.16 | 103% |
| Returns for 5 years | 48.77 | 48.78 | 100% |
| Returns for 10 years | 127.34 | 74.28 | 171% |
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