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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$18.90
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.08B
JHancock Disciplined Value Mid Cap R6
Price$28.25
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.35B
IVOSX vs JVMRX Comparison Chart
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IVOSX vs. JVMRX commentary
Jan 24, 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: 23.4B vs. IVOSX (1.08B). 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 : 5.22 vs. IVOSX (4.45). IVOSX (30.51) and JVMRX (29.83) have equivalent 5 years return.
| 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 | 4.144 | 4.714 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 23.4B | 5% |
| Annual Yield % from dividends | 1.93 | 0.93 | 206% |
| Returns for 1 year | 4.45 | 5.22 | 85% |
| Returns for 3 years | 6.47 | 7.22 | 90% |
| Returns for 5 years | 30.51 | 29.83 | 102% |
| Returns for 10 years | 97.13 | 48.49 | 200% |
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