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IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
Macquarie Mid Cap Income Opps C
Price$19.87
Change+$0.02 (+0.10%)
VolumeN/A
Net AssetsN/A
JHancock Disciplined Value Mid Cap R2
Price$29.91
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets24.35B
IVOCX vs JVMSX Comparison Chart in %
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IVOCX vs. JVMSX commentary
Sep 17, 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 IVOCX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
IVOCX pays higher dividends than JVMSX: IVOCX (0.66) vs JVMSX (0.40). IVOCX was incepted earlier than JVMSX: IVOCX (11 years) vs JVMSX (14 years). IVOCX (2.00) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). JVMSX has a lower initial minimum investment than IVOCX: JVMSX (0) vs IVOCX (1000). JVMSX annual gain was more profitable for investors over the last year : 0.85 vs. IVOCX (-0.36). JVMSX return over 5 years is better than : 52.20 vs. IVOCX (42.34).
| IVOCX | JVMSX | IVOCX / JVMSX | |
| Total Expense Ratio | 1.83 | 1.24 | 148% |
| Annual Report Gross Expense Ratio | 2.00 | 1.25 | 160% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 10.460 | 11.861 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 24.3B | - |
| Annual Yield % from dividends | 0.66 | 0.40 | 164% |
| Returns for 1 year | -0.36 | 0.85 | -42% |
| Returns for 3 years | 20.43 | 24.57 | 83% |
| Returns for 5 years | 42.34 | 52.20 | 81% |
| Returns for 10 years | 103.45 | 56.05 | 185% |
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