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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$20.00
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets906.91M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Sep 08, 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: 24.3B vs. IVOSX (907M). IVOSX pays higher dividends than JVMRX: IVOSX (1.66) vs JVMRX (0.84). IVOSX was incepted earlier than JVMRX: IVOSX (11 years) vs JVMRX (14 years). IVOSX (0.93) is less costly to investors than JVMRX (0.75). 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). JVMRX (3.02) and IVOSX (3.01) have marching annual gain over last year. JVMRX return over 5 years is better than : 55.40 vs. IVOSX (49.38).
| IVOSX | JVMRX | IVOSX / JVMRX | |
| Total Expense Ratio | 0.73 | 0.74 | 99% |
| Annual Report Gross Expense Ratio | 0.93 | 0.75 | 124% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.617 | 12.064 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 24.3B | 4% |
| Annual Yield % from dividends | 1.66 | 0.84 | 197% |
| Returns for 1 year | 3.01 | 3.02 | 100% |
| Returns for 3 years | 23.21 | 25.20 | 92% |
| Returns for 5 years | 49.38 | 55.40 | 89% |
| Returns for 10 years | 119.85 | 59.55 | 201% |
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