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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$19.51
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets898.9M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. IVOSX (899M). IVOSX pays higher dividends than JVMRX: IVOSX (1.72) vs JVMRX (0.86). 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: 49.00 vs. IVOSX (27.00). 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 : 2.19 vs. JVMRX (0.87). JVMRX return over 5 years is better than : 50.62 vs. IVOSX (47.53).
| 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 | 8.882 | 9.057 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 23.6B | 4% |
| Annual Yield % from dividends | 1.72 | 0.86 | 199% |
| Returns for 1 year | 2.19 | 0.87 | 253% |
| Returns for 3 years | 9.01 | 12.17 | 74% |
| Returns for 5 years | 47.53 | 50.62 | 94% |
| Returns for 10 years | 105.72 | 46.16 | 229% |
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