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IVOSX vs JVMRX
IVOSX vs JVMRX Comparison
Open Charts IVOSX vs JVMRX
Macquarie Mid Cap Income Opps R6
Price$19.74
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets893.48M
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
IVOSX vs JVMRX Comparison Chart in %
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IVOSX vs. JVMRX commentary
Sep 29, 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: 24.2B vs. IVOSX (893M). 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 annual gain was more profitable for investors over the last year : -0.78 vs. IVOSX (-1.82). JVMRX return over 5 years is better than : 62.54 vs. IVOSX (56.32).
| 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 | 10.612 | 11.804 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 24.2B | 4% |
| Annual Yield % from dividends | 1.66 | 0.84 | 197% |
| Returns for 1 year | -1.82 | -0.78 | 233% |
| Returns for 3 years | 32.07 | 35.31 | 91% |
| Returns for 5 years | 56.32 | 62.54 | 90% |
| Returns for 10 years | 129.85 | 66.11 | 196% |
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