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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$19.38
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets864.84M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Oct 20, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. IVOSX (865M). IVOSX pays higher dividends than JVMRX: IVOSX (1.64) vs JVMRX (0.84). IVOSX was incepted earlier than JVMRX: IVOSX (11 years) vs JVMRX (14 years). IVOSX (0.92) 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). IVOSX annual gain was more profitable for investors over the last year : -4.54 vs. JVMRX (-4.79). JVMRX return over 5 years is better than : 47.93 vs. IVOSX (41.47).
| IVOSX | JVMRX | IVOSX / JVMRX | |
| Total Expense Ratio | 0.73 | 0.74 | 99% |
| Annual Report Gross Expense Ratio | 0.92 | 0.75 | 123% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.594 | 9.837 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 23.9B | 4% |
| Annual Yield % from dividends | 1.64 | 0.84 | 197% |
| Returns for 1 year | -4.54 | -4.79 | 95% |
| Returns for 3 years | 25.54 | 25.62 | 100% |
| Returns for 5 years | 41.47 | 47.93 | 87% |
| Returns for 10 years | 108.66 | 52.40 | 207% |
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