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IVOSX vs JVMTX
IVOSX vs JVMTX Comparison
Open Charts IVOSX vs JVMTX
Delaware Ivy Mid Cap Income Opps R6
Price$20.20
Change-$0.20 (-0.98%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IVOSX vs JVMTX Comparison Chart
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IVOSX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IVOSX (1.13B). IVOSX pays higher dividends than JVMTX: IVOSX (1.93) vs JVMTX (0.73). IVOSX was incepted earlier than JVMTX: IVOSX (10 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IVOSX (29.00). IVOSX (0) and JVMTX (0) have matching initial minimum investment requirements. IVOSX annual gain was more profitable for investors over the last year : 21.88 vs. JVMTX (19.27). IVOSX return over 5 years is better than : 48.60 vs. JVMTX (43.64).
| IVOSX | JVMTX | IVOSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 11.077 | 11.010 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.4B | 5% |
| Annual Yield % from dividends | 1.93 | 0.73 | 265% |
| Returns for 1 year | 21.88 | 19.27 | 114% |
| Returns for 3 years | 11.84 | 13.38 | 88% |
| Returns for 5 years | 48.60 | 43.64 | 111% |
| Returns for 10 years | N/A | 63.34 | - |