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IVOAX vs JVMAX
IVOAX vs JVMAX Comparison
Open Charts IVOAX vs JVMAX
Macquarie Mid Cap Income Opps A
Price$16.75
Change+$0.29 (+1.76%)
VolumeN/A
Net Assets864.63M
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.53B
IVOAX vs JVMAX Comparison Chart
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IVOAX vs. JVMAX commentary
Apr 14, 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 IVOAX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.5B vs. IVOAX (865M). IVOAX pays higher dividends than JVMAX: IVOAX (1.46) vs JVMAX (0.61). IVOAX was incepted earlier than JVMAX: IVOAX (11 years) vs JVMAX (28 years). IVOAX (1.25) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IVOAX (17.00). IVOAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). IVOAX (1000) and JVMAX (1000) have matching initial minimum investment requirements. IVOAX annual gain was more profitable for investors over the last year : -10.40 vs. JVMAX (-14.50). IVOAX return over 5 years is better than : 49.21 vs. JVMAX (44.00).
| IVOAX | JVMAX | IVOAX / JVMAX | |
| Total Expense Ratio | 1.08 | 1.12 | 96% |
| Annual Report Gross Expense Ratio | 1.25 | 1.13 | 111% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -7.014 | -8.301 | 85% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 19.5B | 4% |
| Annual Yield % from dividends | 1.46 | 0.61 | 237% |
| Returns for 1 year | -10.40 | -14.50 | 72% |
| Returns for 3 years | -4.88 | -8.15 | 60% |
| Returns for 5 years | 49.21 | 44.00 | 112% |
| Returns for 10 years | 65.83 | 18.74 | 351% |
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