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IVOSX vs JVMIX
IVOSX vs JVMIX Comparison
Open Charts IVOSX vs JVMIX
Macquarie Mid Cap Income Opps R6
Price$19.51
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets898.9M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
IVOSX vs JVMIX Comparison Chart in %
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IVOSX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IVOSX (899M). IVOSX pays higher dividends than JVMIX: IVOSX (1.72) vs JVMIX (0.76). IVOSX was incepted earlier than JVMIX: IVOSX (11 years) vs JVMIX (28 years). IVOSX (0.93) is less costly to investors than JVMIX (0.88). 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 annual gain was more profitable for investors over the last year : 2.19 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. IVOSX (47.53).
| IVOSX | JVMIX | IVOSX / JVMIX | |
| Total Expense Ratio | 0.73 | 0.87 | 84% |
| Annual Report Gross Expense Ratio | 0.93 | 0.88 | 106% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.882 | 8.980 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 23.6B | 4% |
| Annual Yield % from dividends | 1.72 | 0.76 | 225% |
| Returns for 1 year | 2.19 | 0.76 | 290% |
| Returns for 3 years | 9.01 | 11.90 | 76% |
| Returns for 5 years | 47.53 | 50.10 | 95% |
| Returns for 10 years | 105.72 | 45.29 | 233% |
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