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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$15.59
Change-$0.40 (-2.50%)
VolumeN/A
Net Assets830.17M
JHancock Disciplined Value Mid Cap R6
Price$23.37
Change-$0.44 (-1.85%)
VolumeN/A
Net Assets18.85B
IVOAX vs JVMRX Comparison Chart
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IVOAX vs. JVMRX commentary
Apr 10, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.9B vs. IVOAX (830M). IVOAX pays higher dividends than JVMRX: IVOAX (1.46) vs JVMRX (0.94). IVOAX was incepted earlier than JVMRX: IVOAX (11 years) vs JVMRX (14 years). IVOAX (1.25) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOAX (17.00). IVOAX has a lower initial minimum investment than JVMRX: IVOAX (1000) vs JVMRX (1000000). IVOAX (-18.20) and JVMRX (-18.51) have marching annual gain over last year. JVMRX return over 5 years is better than : 42.17 vs. IVOAX (38.87).
| IVOAX | JVMRX | IVOAX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.75 | 144% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -13.454 | -11.618 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 18.9B | 4% |
| Annual Yield % from dividends | 1.46 | 0.94 | 155% |
| Returns for 1 year | -18.20 | -18.51 | 98% |
| Returns for 3 years | -12.14 | -10.87 | 112% |
| Returns for 5 years | 38.87 | 42.17 | 92% |
| Returns for 10 years | 53.52 | 19.07 | 281% |
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