Interact to see
Advertisement
Advertisement
IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$18.33
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets921.51M
JHancock Disciplined Value Mid Cap R6
Price$27.45
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.4B
IVOSX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOSX vs. JVMRX commentary
Jun 03, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. IVOSX (922M). IVOSX pays higher dividends than JVMRX: IVOSX (1.76) vs JVMRX (0.91). IVOSX was incepted earlier than JVMRX: IVOSX (11 years) vs JVMRX (14 years). IVOSX (0.93) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOSX (17.00). IVOSX has a lower initial minimum investment than JVMRX: IVOSX (0) vs JVMRX (1000000). IVOSX annual gain was more profitable for investors over the last year : -3.43 vs. JVMRX (-4.72). JVMRX return over 5 years is better than : 45.01 vs. IVOSX (40.31).
| IVOSX | JVMRX | IVOSX / JVMRX | |
| Total Expense Ratio | 0.73 | 0.75 | 97% |
| Annual Report Gross Expense Ratio | 0.93 | 0.76 | 122% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 1.956 | 2.004 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 21.4B | 4% |
| Annual Yield % from dividends | 1.76 | 0.91 | 194% |
| Returns for 1 year | -3.43 | -4.72 | 73% |
| Returns for 3 years | 7.26 | 6.19 | 117% |
| Returns for 5 years | 40.31 | 45.01 | 90% |
| Returns for 10 years | 90.34 | 37.23 | 243% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GDXJ | 69.44 | 4.12 | +6.31% |
| VanEck Junior Gold Miners ETF | |||
| AEF | 5.47 | 0.06 | +1.11% |
| abrdn Emerging Markets ex-China Fund Inc. | |||
| THQ | 18.35 | 0.04 | +0.22% |
| abrdn Healthcare Opportunities Fund | |||
| IVVM | 31.79 | 0.07 | +0.22% |
| iShares Large Cap Moderate Buffer ETF | |||
| EUM | 24.58 | -0.19 | -0.77% |
| ProShares Short MSCI Emerging Markets | |||