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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Delaware Ivy Mid Cap Income Opps R6
Price$20.90
Change+$0.31 (+1.51%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.95
Change+$0.41 (+1.30%)
VolumeN/A
CapitalizationN/A
IVOSX vs JVMRX Comparison Chart
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IVOSX vs. JVMRX commentary
Nov 22, 2024
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: 23.9B vs. IVOSX (1.11B). 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 : 22.22 vs. IVOSX (19.87). IVOSX return over 5 years is better than : 51.41 vs. JVMRX (48.67).
| 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 | 14.926 | 16.776 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 23.9B | 5% |
| Annual Yield % from dividends | 1.93 | 0.93 | 206% |
| Returns for 1 year | 19.87 | 22.22 | 89% |
| Returns for 3 years | 8.30 | 11.32 | 73% |
| Returns for 5 years | 51.41 | 48.67 | 106% |
| Returns for 10 years | 116.68 | 64.67 | 180% |
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