Ad is loading...
IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Delaware Ivy Mid Cap Income Opps R6
Price$20.20
Change-$0.20 (-0.98%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
IVOSX vs JVMRX Comparison Chart
Loading...
IVOSX vs. JVMRX commentary
Sep 21, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IVOSX (1.13B). 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). IVOSX annual gain was more profitable for investors over the last year : 21.88 vs. JVMRX (19.58). IVOSX return over 5 years is better than : 48.60 vs. JVMRX (44.82).
| 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 | 11.077 | 11.221 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.4B | 5% |
| Annual Yield % from dividends | 1.93 | 0.93 | 206% |
| Returns for 1 year | 21.88 | 19.58 | 112% |
| Returns for 3 years | 11.84 | 13.96 | 85% |
| Returns for 5 years | 48.60 | 44.82 | 108% |
| Returns for 10 years | N/A | 65.88 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...