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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$19.20
Change-$0.13 (-0.67%)
VolumeN/A
Net Assets895.45M
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets23.23B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IVOAX (895M). IVOAX pays higher dividends than JVMRX: IVOAX (1.40) vs JVMRX (0.86). 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: 49.00 vs. IVOAX (27.00). IVOAX has a lower initial minimum investment than JVMRX: IVOAX (1000) vs JVMRX (1000000). IVOAX annual gain was more profitable for investors over the last year : 2.49 vs. JVMRX (1.74). JVMRX return over 5 years is better than : 47.75 vs. IVOAX (42.22).
| 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 | 7.027 | 7.461 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 23.2B | 4% |
| Annual Yield % from dividends | 1.40 | 0.86 | 162% |
| Returns for 1 year | 2.49 | 1.74 | 143% |
| Returns for 3 years | 7.44 | 10.94 | 68% |
| Returns for 5 years | 42.22 | 47.75 | 88% |
| Returns for 10 years | 97.05 | 44.50 | 218% |
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