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IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
Macquarie Mid Cap Income Opps C
Price$19.65
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
IVOCX vs JVMSX Comparison Chart in %
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IVOCX vs. JVMSX commentary
Oct 08, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. IVOCX (898M). IVOCX pays higher dividends than JVMSX: IVOCX (0.65) 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). IVOCX annual gain was more profitable for investors over the last year : -0.17 vs. JVMSX (-0.92). JVMSX return over 5 years is better than : 47.57 vs. IVOCX (38.91).
| 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 | 10.654 | 11.451 | 93% |
| Front Load | N/A | 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 | 0.65 | 0.40 | 163% |
| Returns for 1 year | -0.17 | -0.92 | 18% |
| Returns for 3 years | 27.78 | 29.38 | 95% |
| Returns for 5 years | 38.91 | 47.57 | 82% |
| Returns for 10 years | 97.63 | 51.10 | 191% |
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