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IVOSX vs JVMCX
IVOSX vs JVMCX Comparison
Open Charts IVOSX vs JVMCX
Macquarie Mid Cap Income Opps R6
Price$20.00
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets906.91M
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.32B
IVOSX vs JVMCX Comparison Chart in %
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IVOSX vs. JVMCX commentary
Sep 08, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. IVOSX (907M). IVOSX pays higher dividends than JVMCX: IVOSX (1.66) vs JVMCX (0.00). IVOSX was incepted earlier than JVMCX: IVOSX (11 years) vs JVMCX (14 years). JVMCX (1.86) 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 : 3.01 vs. JVMCX (1.22). IVOSX (49.38) and JVMCX (48.03) have equivalent 5 years return.
| IVOSX | JVMCX | IVOSX / JVMCX | |
| Total Expense Ratio | 0.73 | 1.85 | 39% |
| Annual Report Gross Expense Ratio | 0.93 | 1.86 | 50% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.617 | 11.265 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 24.3B | 4% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 3.01 | 1.22 | 246% |
| Returns for 3 years | 23.21 | 21.25 | 109% |
| Returns for 5 years | 49.38 | 48.03 | 103% |
| Returns for 10 years | 119.85 | 45.05 | 266% |
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