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Compare trend and price IVOCX vs JVMSX
IVOCX vs JVMSX Comparison
Open Charts IVOCX vs JVMSX
Delaware Ivy Mid Cap Income Opps C
Price$18.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R2
Price$27.80
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IVOCX vs JVMSX Comparison Chart
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IVOCX vs. JVMSX commentary
Apr 20, 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 IVOCX is a StrongSell and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.8B vs. IVOCX (1.08B). IVOCX pays higher dividends than JVMSX: IVOCX (0.94) vs JVMSX (0.52). IVOCX was incepted earlier than JVMSX: IVOCX (10 years) vs JVMSX (12 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. IVOCX (29.00). 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 : 12.38 vs. IVOCX (6.00). JVMSX return over 5 years is better than : 38.06 vs. IVOCX (31.19).
| IVOCX | JVMSX | IVOCX / JVMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -0.318 | 2.018 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 21.8B | 5% |
| Annual Yield % from dividends | 0.94 | 0.52 | 181% |
| Returns for 1 year | 6.00 | 12.38 | 49% |
| Returns for 3 years | -1.36 | 3.28 | -41% |
| Returns for 5 years | 31.19 | 38.06 | 82% |
| Returns for 10 years | N/A | 53.79 | - |