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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$17.77
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets905.52M
JHancock Disciplined Value Mid Cap R6
Price$26.68
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
IVOAX vs JVMRX Comparison Chart
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IVOAX vs. JVMRX commentary
May 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.9B vs. IVOAX (906M). IVOAX pays higher dividends than JVMRX: IVOAX (1.50) vs JVMRX (0.96). 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 : -6.38 vs. JVMRX (-7.52). JVMRX return over 5 years is better than : 55.51 vs. IVOAX (50.43).
| 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 | -1.352 | -0.965 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 20.9B | 4% |
| Annual Yield % from dividends | 1.50 | 0.96 | 156% |
| Returns for 1 year | -6.38 | -7.52 | 85% |
| Returns for 3 years | 5.48 | 7.37 | 74% |
| Returns for 5 years | 50.43 | 55.51 | 91% |
| Returns for 10 years | 79.79 | 34.25 | 233% |
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