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IVOAX vs JVMAX
IVOAX vs JVMAX Comparison
Open Charts IVOAX vs JVMAX
Macquarie Mid Cap Income Opps A
Price$17.77
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets905.52M
JHancock Disciplined Value Mid Cap A
Price$25.14
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets20.89B
IVOAX vs JVMAX Comparison Chart
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IVOAX vs. JVMAX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.9B vs. IVOAX (906M). IVOAX pays higher dividends than JVMAX: IVOAX (1.50) vs JVMAX (0.63). 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 : -6.38 vs. JVMAX (-8.42). JVMAX (51.71) and IVOAX (50.43) have equivalent 5 years return.
| 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 | -1.352 | -1.101 | 123% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 20.9B | 4% |
| Annual Yield % from dividends | 1.50 | 0.63 | 239% |
| Returns for 1 year | -6.38 | -8.42 | 76% |
| Returns for 3 years | 5.48 | 5.51 | 99% |
| Returns for 5 years | 50.43 | 51.71 | 98% |
| Returns for 10 years | 79.79 | 28.25 | 282% |
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