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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Delaware Ivy Mid Cap Income Opps R6
Price$18.22
Change+$0.20 (+1.11%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.34 (+1.14%)
VolumeN/A
CapitalizationN/A
IVOSX vs JVMRX Comparison Chart
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IVOSX vs. JVMRX commentary
Dec 23, 2024
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: 20.3B vs. IVOSX (1.07B). IVOSX pays higher dividends than JVMRX: IVOSX (1.93) vs JVMRX (0.93). IVOSX was incepted earlier than JVMRX: IVOSX (10 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. IVOSX (29.00). IVOSX has a lower initial minimum investment than JVMRX: IVOSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 12.41 vs. IVOSX (1.12). JVMRX return over 5 years is better than : 39.58 vs. IVOSX (27.28).
| IVOSX | JVMRX | IVOSX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 0.628 | 11.633 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 20.3B | 5% |
| Annual Yield % from dividends | 1.93 | 0.93 | 206% |
| Returns for 1 year | 1.12 | 12.41 | 9% |
| Returns for 3 years | -0.74 | 15.35 | -5% |
| Returns for 5 years | 27.28 | 39.58 | 69% |
| Returns for 10 years | 89.32 | 58.02 | 154% |
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