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IVOAX vs JVMAX
IVOAX vs JVMAX Comparison
Open Charts IVOAX vs JVMAX
Delaware Ivy Mid Cap Income Opps A
Price$20.66
Change+$0.10 (+0.49%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.70
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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IVOAX vs JVMAX Comparison Chart
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IVOAX vs. JVMAX commentary
Oct 18, 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 IVOAX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. IVOAX (1.13B). IVOAX pays higher dividends than JVMAX: IVOAX (1.63) vs JVMAX (0.67). IVOAX was incepted earlier than JVMAX: IVOAX (10 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. IVOAX (29.00). IVOAX (1000) and JVMAX (1000) have matching initial minimum investment requirements. IVOAX annual gain was more profitable for investors over the last year : 23.18 vs. JVMAX (21.79). IVOAX (48.77) and JVMAX (48.38) have equivalent 5 years return.
| IVOAX | JVMAX | IVOAX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 12.875 | 14.159 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.9B | 5% |
| Annual Yield % from dividends | 1.63 | 0.67 | 244% |
| Returns for 1 year | 23.18 | 21.79 | 106% |
| Returns for 3 years | 9.43 | 8.78 | 107% |
| Returns for 5 years | 48.77 | 48.38 | 101% |
| Returns for 10 years | 127.34 | 72.72 | 175% |
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