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IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Macquarie Mid Cap Income Opps R6
Price$16.90
Change+$1.30 (+8.33%)
VolumeN/A
Net Assets805.29M
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
IVOSX vs JVMAX Comparison Chart
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IVOSX vs. JVMAX commentary
Apr 11, 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: 18.5B vs. IVOSX (805M). IVOSX pays higher dividends than JVMAX: IVOSX (1.81) vs JVMAX (0.61). 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 : -18.16 vs. JVMAX (-20.84). IVOSX return over 5 years is better than : 41.34 vs. JVMAX (36.10).
| 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 | -13.371 | -13.336 | 100% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 18.5B | 4% |
| Annual Yield % from dividends | 1.81 | 0.61 | 294% |
| Returns for 1 year | -18.16 | -20.84 | 87% |
| Returns for 3 years | -11.26 | -13.99 | 80% |
| Returns for 5 years | 41.34 | 36.10 | 115% |
| Returns for 10 years | 57.55 | 11.67 | 493% |
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