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IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Macquarie Mid Cap Income Opps R6
Price$18.51
Change-$0.30 (-1.59%)
VolumeN/A
Net Assets921.33M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.73B
IVOSX vs JVMAX Comparison Chart
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IVOSX vs. JVMAX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.7B vs. IVOSX (921M). IVOSX pays higher dividends than JVMAX: IVOSX (1.76) vs JVMAX (0.60). IVOSX was incepted earlier than JVMAX: IVOSX (11 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than IVOSX (0.93). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IVOSX (17.00). 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 : -0.70 vs. JVMAX (-2.54). JVMAX (50.75) and IVOSX (50.14) have equivalent 5 years return.
| IVOSX | JVMAX | IVOSX / JVMAX | |
| Total Expense Ratio | 0.73 | 1.12 | 65% |
| Annual Report Gross Expense Ratio | 0.93 | 1.13 | 82% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 4.455 | 3.580 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 921M | 21.7B | 4% |
| Annual Yield % from dividends | 1.76 | 0.60 | 296% |
| Returns for 1 year | -0.70 | -2.54 | 28% |
| Returns for 3 years | 20.33 | 16.43 | 124% |
| Returns for 5 years | 50.14 | 50.75 | 99% |
| Returns for 10 years | 94.30 | 33.14 | 285% |
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