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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$19.69
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets898.32M
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change-$0.20 (-0.66%)
VolumeN/A
Net Assets24.26B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. IVOAX (898M). IVOAX pays higher dividends than JVMRX: IVOAX (1.34) 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). IVOAX annual gain was more profitable for investors over the last year : 0.61 vs. JVMRX (-0.35). JVMRX return over 5 years is better than : 50.09 vs. IVOAX (44.19).
| 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 | 11.291 | 11.878 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 24.3B | 4% |
| Annual Yield % from dividends | 1.34 | 0.84 | 161% |
| Returns for 1 year | 0.61 | -0.35 | -173% |
| Returns for 3 years | 30.67 | 30.79 | 100% |
| Returns for 5 years | 44.19 | 50.09 | 88% |
| Returns for 10 years | 109.76 | 55.99 | 196% |
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