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IVOAX vs JVMTX
IVOAX vs JVMTX Comparison
Open Charts IVOAX vs JVMTX
Macquarie Mid Cap Income Opps A
Price$19.50
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets809.26M
JHancock Disciplined Value Mid Cap R4
Price$30.24
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets24.49B
IVOAX vs JVMTX Comparison Chart in %
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IVOAX vs. JVMTX commentary
Nov 30, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. IVOAX (809M). IVOAX pays higher dividends than JVMTX: IVOAX (1.37) vs JVMTX (0.61). IVOAX was incepted earlier than JVMTX: IVOAX (11 years) vs JVMTX (12 years). IVOAX (1.27) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IVOAX (27.00). JVMTX has a lower initial minimum investment than IVOAX: JVMTX (0) vs IVOAX (1000). JVMTX annual gain was more profitable for investors over the last year : -5.82 vs. IVOAX (-6.92). JVMTX return over 5 years is better than : 33.75 vs. IVOAX (28.85).
| IVOAX | JVMTX | IVOAX / JVMTX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.27 | 1.10 | 115% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 9.054 | 12.375 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 809M | 24.5B | 3% |
| Annual Yield % from dividends | 1.37 | 0.61 | 223% |
| Returns for 1 year | -6.92 | -5.82 | 119% |
| Returns for 3 years | 14.95 | 16.70 | 90% |
| Returns for 5 years | 28.85 | 33.75 | 85% |
| Returns for 10 years | 102.28 | 48.16 | 212% |
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