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IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Delaware Ivy Mid Cap Income Opps R6
Price$20.20
Change-$0.20 (-0.98%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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IVOSX vs JVMAX Comparison Chart
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IVOSX vs. JVMAX commentary
Sep 21, 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. IVOSX (1.13B). IVOSX pays higher dividends than JVMAX: IVOSX (1.93) vs JVMAX (0.67). IVOSX was incepted earlier than JVMAX: IVOSX (10 years) vs JVMAX (27 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). JVMAX (18.94) and IVOSX (18.74) have marching annual gain over last year. IVOSX return over 5 years is better than : 47.32 vs. JVMAX (42.03).
| IVOSX | JVMAX | IVOSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 10.121 | 10.889 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.4B | 5% |
| Annual Yield % from dividends | 1.93 | 0.67 | 288% |
| Returns for 1 year | 18.74 | 18.94 | 99% |
| Returns for 3 years | 9.17 | 12.35 | 74% |
| Returns for 5 years | 47.32 | 42.03 | 113% |
| Returns for 10 years | N/A | 59.30 | - |
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