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IVOSX vs JVMIX
IVOSX vs JVMIX Comparison
Open Charts IVOSX vs JVMIX
Macquarie Mid Cap Income Opps R6
Price$20.00
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets906.91M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
IVOSX vs JVMIX Comparison Chart in %
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IVOSX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IVOSX (907M). IVOSX pays higher dividends than JVMIX: IVOSX (1.66) vs JVMIX (0.74). IVOSX was incepted earlier than JVMIX: IVOSX (11 years) vs JVMIX (28 years). IVOSX (0.93) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IVOSX (27.00). IVOSX has a lower initial minimum investment than JVMIX: IVOSX (0) vs JVMIX (250000). IVOSX (3.01) and JVMIX (2.91) have marching annual gain over last year. JVMIX return over 5 years is better than : 54.86 vs. IVOSX (49.38).
| IVOSX | JVMIX | IVOSX / JVMIX | |
| Total Expense Ratio | 0.73 | 0.85 | 86% |
| Annual Report Gross Expense Ratio | 0.93 | 0.86 | 108% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 11.617 | 11.985 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 24.3B | 4% |
| Annual Yield % from dividends | 1.66 | 0.74 | 223% |
| Returns for 1 year | 3.01 | 2.91 | 104% |
| Returns for 3 years | 23.21 | 24.95 | 93% |
| Returns for 5 years | 49.38 | 54.86 | 90% |
| Returns for 10 years | 119.85 | 58.60 | 205% |
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