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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$19.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets903.19M
JHancock Disciplined Value Mid Cap R6
Price$30.16
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Sep 18, 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: 24.3B vs. IVOAX (903M). IVOAX pays higher dividends than JVMRX: IVOAX (1.35) vs JVMRX (0.84). IVOAX was incepted earlier than JVMRX: IVOAX (11 years) vs JVMRX (14 years). IVOAX (1.25) is less costly to investors than JVMRX (0.75). 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). JVMRX annual gain was more profitable for investors over the last year : 0.73 vs. IVOAX (0.17). JVMRX return over 5 years is better than : 56.71 vs. IVOAX (50.09).
| IVOAX | JVMRX | IVOAX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.74 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.152 | 11.990 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 24.3B | 4% |
| Annual Yield % from dividends | 1.35 | 0.84 | 161% |
| Returns for 1 year | 0.17 | 0.73 | 24% |
| Returns for 3 years | 23.26 | 25.62 | 91% |
| Returns for 5 years | 50.09 | 56.71 | 88% |
| Returns for 10 years | 116.05 | 60.74 | 191% |
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