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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$18.65
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets927.56M
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
IVOAX vs JVMRX Comparison Chart
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IVOAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. IVOAX (928M). IVOAX pays higher dividends than JVMRX: IVOAX (1.42) vs JVMRX (0.91). 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 annual gain was more profitable for investors over the last year : -1.07 vs. JVMRX (-2.97). JVMRX return over 5 years is better than : 40.13 vs. IVOAX (36.09).
| 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 | 3.533 | 2.376 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 21.5B | 4% |
| Annual Yield % from dividends | 1.42 | 0.91 | 157% |
| Returns for 1 year | -1.07 | -2.97 | 36% |
| Returns for 3 years | 6.84 | 4.82 | 142% |
| Returns for 5 years | 36.09 | 40.13 | 90% |
| Returns for 10 years | 89.22 | 38.58 | 231% |
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