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IVOAX vs JVMCX
IVOAX vs JVMCX Comparison
Open Charts IVOAX vs JVMCX
Macquarie Mid Cap Income Opps A
Price$19.20
Change-$0.13 (-0.67%)
VolumeN/A
Net Assets895.45M
JHancock Disciplined Value Mid Cap C
Price$26.96
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets23.23B
IVOAX vs JVMCX Comparison Chart in %
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IVOAX vs. JVMCX commentary
Aug 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. IVOAX (895M). IVOAX pays higher dividends than JVMCX: IVOAX (1.40) vs JVMCX (0.00). IVOAX was incepted earlier than JVMCX: IVOAX (11 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than IVOAX (1.25). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IVOAX (27.00). IVOAX (1000) and JVMCX (1000) have matching initial minimum investment requirements. IVOAX annual gain was more profitable for investors over the last year : 2.49 vs. JVMCX (-0.04). IVOAX (42.22) and JVMCX (40.70) have equivalent 5 years return.
| IVOAX | JVMCX | IVOAX / JVMCX | |
| Total Expense Ratio | 1.08 | 1.87 | 58% |
| Annual Report Gross Expense Ratio | 1.25 | 1.88 | 66% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.027 | 6.759 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 23.2B | 4% |
| Annual Yield % from dividends | 1.40 | 0.00 | - |
| Returns for 1 year | 2.49 | -0.04 | -6,731% |
| Returns for 3 years | 7.44 | 7.37 | 101% |
| Returns for 5 years | 42.22 | 40.70 | 104% |
| Returns for 10 years | 97.05 | 31.33 | 310% |