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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$18.63
Change-$0.20 (-1.06%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
IVOSX vs JVMRX Comparison Chart
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IVOSX vs. JVMRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. IVOSX (1.05B). 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). IVOSX annual gain was more profitable for investors over the last year : 1.46 vs. JVMRX (-1.71). IVOSX return over 5 years is better than : 28.66 vs. JVMRX (25.72).
| 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 | 2.928 | 2.079 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 22.5B | 5% |
| Annual Yield % from dividends | 1.93 | 0.93 | 206% |
| Returns for 1 year | 1.46 | -1.71 | -85% |
| Returns for 3 years | 6.31 | 4.02 | 157% |
| Returns for 5 years | 28.66 | 25.72 | 111% |
| Returns for 10 years | 87.03 | 38.31 | 227% |
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