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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$16.90
Change+$1.30 (+8.33%)
VolumeN/A
Net Assets805.29M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
IVOSX vs JVMRX Comparison Chart
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IVOSX vs. JVMRX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. IVOSX (805M). IVOSX pays higher dividends than JVMRX: IVOSX (1.81) vs JVMRX (0.94). 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 : -18.16 vs. JVMRX (-20.09). IVOSX (41.34) and JVMRX (39.55) have equivalent 5 years return.
| 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 | -13.371 | -13.252 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 18.5B | 4% |
| Annual Yield % from dividends | 1.81 | 0.94 | 192% |
| Returns for 1 year | -18.16 | -20.09 | 90% |
| Returns for 3 years | -11.26 | -12.51 | 90% |
| Returns for 5 years | 41.34 | 39.55 | 105% |
| Returns for 10 years | 57.55 | 16.87 | 341% |
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