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IVOSX vs JVMSX
IVOSX vs JVMSX Comparison
Open Charts IVOSX vs JVMSX
Macquarie Mid Cap Income Opps R6
Price$18.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets794.47M
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.48B
IVOSX vs JVMSX Comparison Chart in %
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IVOSX vs. JVMSX commentary
Nov 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. IVOSX (794M). IVOSX pays higher dividends than JVMSX: IVOSX (1.69) vs JVMSX (0.41). IVOSX was incepted earlier than JVMSX: IVOSX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IVOSX (0.92). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOSX (27.00). IVOSX (0) and JVMSX (0) have matching initial minimum investment requirements. IVOSX annual gain was more profitable for investors over the last year : -6.40 vs. JVMSX (-7.41). JVMSX (29.76) and IVOSX (29.63) have equivalent 5 years return.
| IVOSX | JVMSX | IVOSX / JVMSX | |
| Total Expense Ratio | 0.73 | 1.24 | 59% |
| Annual Report Gross Expense Ratio | 0.92 | 1.25 | 74% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 6.017 | 7.236 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 23.5B | 3% |
| Annual Yield % from dividends | 1.69 | 0.41 | 415% |
| Returns for 1 year | -6.40 | -7.41 | 86% |
| Returns for 3 years | 12.53 | 11.53 | 109% |
| Returns for 5 years | 29.63 | 29.76 | 100% |
| Returns for 10 years | 103.70 | 41.20 | 252% |
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