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IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Delaware Ivy Mid Cap Income Opps R6
Price$18.22
Change+$0.20 (+1.11%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
IVOSX vs JVMAX Comparison Chart
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IVOSX vs. JVMAX commentary
Dec 23, 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 IVOSX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.3B vs. IVOSX (1.07B). 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 : 1.12 vs. JVMAX (-0.72). IVOSX return over 5 years is better than : 27.28 vs. JVMAX (21.41).
| 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 | 0.628 | -1.441 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 20.3B | 5% |
| Annual Yield % from dividends | 1.93 | 0.67 | 288% |
| Returns for 1 year | 1.12 | -0.72 | -157% |
| Returns for 3 years | -0.74 | 1.07 | -69% |
| Returns for 5 years | 27.28 | 21.41 | 127% |
| Returns for 10 years | 89.32 | 34.67 | 258% |
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