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IVOAX vs JVMIX
IVOAX vs JVMIX Comparison
Open Charts IVOAX vs JVMIX
Macquarie Mid Cap Income Opps A
Price$19.20
Change-$0.13 (-0.67%)
VolumeN/A
Net Assets895.45M
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets23.23B
IVOAX vs JVMIX Comparison Chart in %
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IVOAX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. IVOAX (895M). IVOAX pays higher dividends than JVMIX: IVOAX (1.40) vs JVMIX (0.76). IVOAX was incepted earlier than JVMIX: IVOAX (11 years) vs JVMIX (28 years). IVOAX (1.25) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IVOAX (27.00). IVOAX has a lower initial minimum investment than JVMIX: IVOAX (1000) vs JVMIX (250000). IVOAX annual gain was more profitable for investors over the last year : 2.49 vs. JVMIX (1.63). JVMIX return over 5 years is better than : 47.24 vs. IVOAX (42.22).
| IVOAX | JVMIX | IVOAX / JVMIX | |
| Total Expense Ratio | 1.08 | 0.87 | 124% |
| Annual Report Gross Expense Ratio | 1.25 | 0.88 | 142% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 7.027 | 7.384 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 23.2B | 4% |
| Annual Yield % from dividends | 1.40 | 0.76 | 183% |
| Returns for 1 year | 2.49 | 1.63 | 152% |
| Returns for 3 years | 7.44 | 10.67 | 70% |
| Returns for 5 years | 42.22 | 47.24 | 89% |
| Returns for 10 years | 97.05 | 43.64 | 222% |
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