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IVOSX vs JVMCX
IVOSX vs JVMCX Comparison
Open Charts IVOSX vs JVMCX
Macquarie Mid Cap Income Opps R6
Price$19.51
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets898.9M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.59B
IVOSX vs JVMCX Comparison Chart in %
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IVOSX vs. JVMCX commentary
Aug 17, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. IVOSX (899M). IVOSX pays higher dividends than JVMCX: IVOSX (1.72) vs JVMCX (0.00). IVOSX was incepted earlier than JVMCX: IVOSX (11 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than IVOSX (0.93). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IVOSX (27.00). IVOSX has a lower initial minimum investment than JVMCX: IVOSX (0) vs JVMCX (1000). IVOSX annual gain was more profitable for investors over the last year : 2.19 vs. JVMCX (-0.87). IVOSX return over 5 years is better than : 47.53 vs. JVMCX (43.38).
| IVOSX | JVMCX | IVOSX / JVMCX | |
| Total Expense Ratio | 0.73 | 1.87 | 39% |
| Annual Report Gross Expense Ratio | 0.93 | 1.88 | 49% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.882 | 8.340 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 23.6B | 4% |
| Annual Yield % from dividends | 1.72 | 0.00 | - |
| Returns for 1 year | 2.19 | -0.87 | -253% |
| Returns for 3 years | 9.01 | 8.57 | 105% |
| Returns for 5 years | 47.53 | 43.38 | 110% |
| Returns for 10 years | 105.72 | 32.89 | 321% |
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