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IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Macquarie Mid Cap Income Opps R6
Price$18.90
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.08B
JHancock Disciplined Value Mid Cap A
Price$26.65
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets23.35B
IVOSX vs JVMAX Comparison Chart
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IVOSX vs. JVMAX commentary
Jan 24, 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 IVOSX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. IVOSX (1.08B). IVOSX pays higher dividends than JVMAX: IVOSX (1.93) vs JVMAX (0.67). IVOSX was incepted earlier than JVMAX: IVOSX (10 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. IVOSX (29.00). IVOSX has a lower initial minimum investment than JVMAX: IVOSX (0) vs JVMAX (1000). IVOSX annual gain was more profitable for investors over the last year : 4.45 vs. JVMAX (4.21). IVOSX return over 5 years is better than : 30.51 vs. JVMAX (26.66).
| IVOSX | JVMAX | IVOSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 4.144 | 4.681 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 23.4B | 5% |
| Annual Yield % from dividends | 1.93 | 0.67 | 288% |
| Returns for 1 year | 4.45 | 4.21 | 106% |
| Returns for 3 years | 6.47 | 5.39 | 120% |
| Returns for 5 years | 30.51 | 26.66 | 114% |
| Returns for 10 years | 97.13 | 41.84 | 232% |
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