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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$18.85
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets794.26M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Nov 20, 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: 23.5B vs. IVOAX (794M). IVOAX pays higher dividends than JVMRX: IVOAX (1.38) vs JVMRX (0.85). IVOAX was incepted earlier than JVMRX: IVOAX (11 years) vs JVMRX (14 years). IVOAX (1.27) 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 (-6.35) and IVOAX (-6.60) have marching annual gain over last year. JVMRX return over 5 years is better than : 33.25 vs. IVOAX (27.38).
| IVOAX | JVMRX | IVOAX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.74 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.75 | 169% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 5.419 | 7.906 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 23.5B | 3% |
| Annual Yield % from dividends | 1.38 | 0.85 | 162% |
| Returns for 1 year | -6.60 | -6.35 | 104% |
| Returns for 3 years | 11.18 | 12.97 | 86% |
| Returns for 5 years | 27.38 | 33.25 | 82% |
| Returns for 10 years | 97.57 | 46.00 | 212% |
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