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IVOSX vs JVMSX
IVOSX vs JVMSX Comparison
Open Charts IVOSX vs JVMSX
Macquarie Mid Cap Income Opps R6
Price$19.38
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets864.84M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
IVOSX vs JVMSX Comparison Chart in %
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IVOSX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. IVOSX (865M). IVOSX pays higher dividends than JVMSX: IVOSX (1.64) vs JVMSX (0.40). 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 : -4.54 vs. JVMSX (-5.30). JVMSX return over 5 years is better than : 45.42 vs. IVOSX (41.47).
| 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 | 8.594 | 9.399 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 23.9B | 4% |
| Annual Yield % from dividends | 1.64 | 0.40 | 413% |
| Returns for 1 year | -4.54 | -5.30 | 86% |
| Returns for 3 years | 25.54 | 24.28 | 105% |
| Returns for 5 years | 41.47 | 45.42 | 91% |
| Returns for 10 years | 108.66 | 47.59 | 228% |
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