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IVOYX vs JVMSX
IVOYX vs JVMSX Comparison
Open Charts IVOYX vs JVMSX
Macquarie Mid Cap Income Opps Y
Price$17.89
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets905.52M
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
IVOYX vs JVMSX Comparison Chart
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IVOYX vs. JVMSX commentary
May 11, 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: 20.9B vs. IVOYX (906M). IVOYX pays higher dividends than JVMSX: IVOYX (1.48) vs JVMSX (0.46). IVOYX was incepted earlier than JVMSX: IVOYX (11 years) vs JVMSX (13 years). JVMSX (1.26) and IVOYX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 47.00 vs. IVOYX (17.00). IVOYX (0) and JVMSX (0) have matching initial minimum investment requirements. IVOYX annual gain was more profitable for investors over the last year : -6.34 vs. JVMSX (-8.06). JVMSX (52.90) and IVOYX (50.59) have equivalent 5 years return.
| IVOYX | JVMSX | IVOYX / JVMSX | |
| Total Expense Ratio | 1.08 | 1.25 | 86% |
| Annual Report Gross Expense Ratio | 1.25 | 1.26 | 99% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -1.342 | -1.156 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 20.9B | 4% |
| Annual Yield % from dividends | 1.48 | 0.46 | 324% |
| Returns for 1 year | -6.34 | -8.06 | 79% |
| Returns for 3 years | 5.58 | 6.19 | 90% |
| Returns for 5 years | 50.59 | 52.90 | 96% |
| Returns for 10 years | 80.02 | 30.02 | 267% |
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