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IVOIX vs JVMSX
IVOIX vs JVMSX Comparison
Open Charts IVOIX vs JVMSX
Macquarie Mid Cap Income Opps I
Price$19.81
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets887.95M
JHancock Disciplined Value Mid Cap R2
Price$29.82
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
IVOIX vs JVMSX Comparison Chart in %
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IVOIX vs. JVMSX commentary
Oct 09, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. IVOIX (888M). IVOIX pays higher dividends than JVMSX: IVOIX (1.54) 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 : -0.38 vs. JVMSX (-1.51). JVMSX (46.66) and IVOIX (44.46) 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 | 10.395 | 10.705 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 24.1B | 4% |
| Annual Yield % from dividends | 1.54 | 0.40 | 386% |
| Returns for 1 year | -0.38 | -1.51 | 25% |
| Returns for 3 years | 30.34 | 28.52 | 106% |
| Returns for 5 years | 44.46 | 46.66 | 95% |
| Returns for 10 years | 112.88 | 50.09 | 225% |
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