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IVOIX vs JVMSX
IVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSX
Macquarie Mid Cap Income Opps I
Price$19.96
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets903.19M
JHancock Disciplined Value Mid Cap R2
Price$29.90
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
IVOIX vs JVMSX Comparison Chart in %
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IVOIX vs. JVMSX commentary
Sep 19, 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 IVOIX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. IVOIX (903M). IVOIX pays higher dividends than JVMSX: IVOIX (1.55) vs JVMSX (0.40). IVOIX was incepted earlier than JVMSX: IVOIX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IVOIX (1.00). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOIX (27.00). IVOIX (0) and JVMSX (0) have matching initial minimum investment requirements. IVOIX annual gain was more profitable for investors over the last year : 0.44 vs. JVMSX (0.18). JVMSX (54.04) and IVOIX (52.38) have equivalent 5 years return.
| IVOIX | JVMSX | IVOIX / JVMSX | |
| Total Expense Ratio | 0.83 | 1.24 | 67% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.364 | 11.563 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 24.3B | 4% |
| Annual Yield % from dividends | 1.55 | 0.40 | 387% |
| Returns for 1 year | 0.44 | 0.18 | 252% |
| Returns for 3 years | 24.20 | 24.24 | 100% |
| Returns for 5 years | 52.38 | 54.04 | 97% |
| Returns for 10 years | 121.67 | 55.64 | 219% |
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