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IVOAX vs JVMSX
IVOAX vs JVMSX Comparison
Open Charts IVOAX vs JVMSX
Macquarie Mid Cap Income Opps A
Price$18.85
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets794.26M
JHancock Disciplined Value Mid Cap R2
Price$28.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
IVOAX vs JVMSX Comparison Chart in %
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IVOAX vs. JVMSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. IVOAX (794M). IVOAX pays higher dividends than JVMSX: IVOAX (1.38) vs JVMSX (0.41). IVOAX was incepted earlier than JVMSX: IVOAX (11 years) vs JVMSX (14 years). IVOAX (1.27) 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 (-6.60) and JVMSX (-6.83) have marching annual gain over last year. JVMSX return over 5 years is better than : 31.03 vs. IVOAX (27.38).
| IVOAX | JVMSX | IVOAX / 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 | 5.419 | 7.460 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 23.5B | 3% |
| Annual Yield % from dividends | 1.38 | 0.41 | 339% |
| Returns for 1 year | -6.60 | -6.83 | 97% |
| Returns for 3 years | 11.18 | 11.77 | 95% |
| Returns for 5 years | 27.38 | 31.03 | 88% |
| Returns for 10 years | 97.57 | 41.49 | 235% |
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