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IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Macquarie Mid Cap Income Opps R6
Price$18.63
Change-$0.20 (-1.06%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
IVOSX vs JVMAX Comparison Chart
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IVOSX vs. JVMAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. IVOSX (1.05B). 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 : 1.46 vs. JVMAX (-2.62). IVOSX return over 5 years is better than : 28.66 vs. JVMAX (22.67).
| 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 | 2.928 | 2.046 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 22.5B | 5% |
| Annual Yield % from dividends | 1.93 | 0.67 | 288% |
| Returns for 1 year | 1.46 | -2.62 | -56% |
| Returns for 3 years | 6.31 | 2.26 | 279% |
| Returns for 5 years | 28.66 | 22.67 | 126% |
| Returns for 10 years | 87.03 | 32.20 | 270% |
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