Interact to see
Advertisement
Advertisement
IVOYX vs JVMSX
IVOYX vs JVMSX Comparison
Open Charts IVOYX vs JVMSX
Macquarie Mid Cap Income Opps Y
Price$19.83
Change-$0.20 (-1.00%)
VolumeN/A
Net Assets898.32M
JHancock Disciplined Value Mid Cap R2
Price$29.68
Change-$0.20 (-0.67%)
VolumeN/A
Net Assets24.26B
IVOYX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOYX vs. JVMSX commentary
Oct 09, 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 Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. IVOYX (898M). IVOYX pays higher dividends than JVMSX: IVOYX (1.33) vs JVMSX (0.40). IVOYX was incepted earlier than JVMSX: IVOYX (11 years) vs JVMSX (14 years). IVOYX (1.25) 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 : 0.66 vs. JVMSX (-0.92). JVMSX return over 5 years is better than : 47.57 vs. IVOYX (44.29).
| IVOYX | JVMSX | IVOYX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.24 | 87% |
| Annual Report Gross Expense Ratio | 1.25 | 1.25 | 100% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.274 | 11.451 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 24.3B | 4% |
| Annual Yield % from dividends | 1.33 | 0.40 | 335% |
| Returns for 1 year | 0.66 | -0.92 | -72% |
| Returns for 3 years | 30.71 | 29.38 | 105% |
| Returns for 5 years | 44.29 | 47.57 | 93% |
| Returns for 10 years | 109.97 | 51.10 | 215% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers