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IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
Macquarie Mid Cap Income Opps C
Price$18.58
Change-$0.22 (-1.17%)
VolumeN/A
Net Assets791.94M
JHancock Disciplined Value Mid Cap R2
Price$28.47
Change-$0.31 (-1.08%)
VolumeN/A
Net Assets23.45B
IVOCX vs JVMSX Comparison Chart in %
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IVOCX vs. JVMSX commentary
Nov 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. IVOCX (792M). IVOCX pays higher dividends than JVMSX: IVOCX (0.67) vs JVMSX (0.41). IVOCX was incepted earlier than JVMSX: IVOCX (11 years) vs JVMSX (14 years). IVOCX (2.02) 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 (-7.55) and IVOCX (-7.62) have marching annual gain over last year. JVMSX return over 5 years is better than : 30.89 vs. IVOCX (22.75).
| IVOCX | JVMSX | IVOCX / JVMSX | |
| Total Expense Ratio | 1.83 | 1.24 | 148% |
| Annual Report Gross Expense Ratio | 2.02 | 1.25 | 162% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 4.748 | 7.348 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 23.5B | 3% |
| Annual Yield % from dividends | 0.67 | 0.41 | 164% |
| Returns for 1 year | -7.62 | -7.55 | 101% |
| Returns for 3 years | 8.53 | 11.78 | 72% |
| Returns for 5 years | 22.75 | 30.89 | 74% |
| Returns for 10 years | 86.20 | 41.41 | 208% |