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IVOAX vs JVMAX
IVOAX vs JVMAX Comparison
Open Charts IVOAX vs JVMAX
Macquarie Mid Cap Income Opps A
Price$18.65
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets927.56M
JHancock Disciplined Value Mid Cap A
Price$26.24
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets21.45B
IVOAX vs JVMAX Comparison Chart
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IVOAX vs. JVMAX commentary
Jun 07, 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: 21.5B vs. IVOAX (928M). IVOAX pays higher dividends than JVMAX: IVOAX (1.42) vs JVMAX (0.60). 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 : -1.07 vs. JVMAX (-3.90). JVMAX (36.66) and IVOAX (36.09) 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 | 3.533 | 2.203 | 160% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 21.5B | 4% |
| Annual Yield % from dividends | 1.42 | 0.60 | 239% |
| Returns for 1 year | -1.07 | -3.90 | 27% |
| Returns for 3 years | 6.84 | 3.02 | 227% |
| Returns for 5 years | 36.09 | 36.66 | 98% |
| Returns for 10 years | 89.22 | 32.40 | 275% |
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