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IVOSX vs JVMAX
IVOSX vs JVMAX Comparison
Open Charts IVOSX vs JVMAX
Macquarie Mid Cap Income Opps R6
Price$18.04
Change-$0.39 (-2.12%)
VolumeN/A
Net Assets932.31M
JHancock Disciplined Value Mid Cap A
Price$25.71
Change-$0.57 (-2.17%)
VolumeN/A
Net Assets21.79B
IVOSX vs JVMAX Comparison Chart
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IVOSX vs. JVMAX commentary
May 22, 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: 21.8B vs. IVOSX (932M). IVOSX pays higher dividends than JVMAX: IVOSX (1.86) vs JVMAX (0.63). 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 : -3.86 vs. JVMAX (-5.03). JVMAX return over 5 years is better than : 58.69 vs. IVOSX (55.16).
| 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 | 2.344 | 3.383 | 69% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 21.8B | 4% |
| Annual Yield % from dividends | 1.86 | 0.63 | 296% |
| Returns for 1 year | -3.86 | -5.03 | 77% |
| Returns for 3 years | 13.22 | 11.35 | 116% |
| Returns for 5 years | 55.16 | 58.69 | 94% |
| Returns for 10 years | 88.31 | 31.59 | 280% |
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