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IVOYX vs JVMSX
IVOYX vs JVMSX Comparison
Open Charts IVOYX vs JVMSX
Macquarie Mid Cap Income Opps Y
Price$19.12
Change+$0.36 (+1.92%)
VolumeN/A
Net Assets781.17M
JHancock Disciplined Value Mid Cap R2
Price$29.12
Change+$0.65 (+2.28%)
VolumeN/A
Net Assets23.2B
IVOYX vs JVMSX Comparison Chart in %
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IVOYX vs. JVMSX commentary
Nov 22, 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 IVOYX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. IVOYX (781M). IVOYX pays higher dividends than JVMSX: IVOYX (1.37) vs JVMSX (0.41). IVOYX was incepted earlier than JVMSX: IVOYX (11 years) vs JVMSX (14 years). IVOYX (1.27) and JVMSX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (27.00). IVOYX (0) and JVMSX (0) have matching initial minimum investment requirements. IVOYX annual gain was more profitable for investors over the last year : -7.62 vs. JVMSX (-9.73). JVMSX (29.48) and IVOYX (28.45) have equivalent 5 years return.
| IVOYX | JVMSX | IVOYX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.27 | 1.25 | 102% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 6.219 | 6.192 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 23.2B | 3% |
| Annual Yield % from dividends | 1.37 | 0.41 | 338% |
| Returns for 1 year | -7.62 | -9.73 | 78% |
| Returns for 3 years | 10.36 | 9.11 | 114% |
| Returns for 5 years | 28.45 | 29.48 | 97% |
| Returns for 10 years | 98.17 | 39.76 | 247% |
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