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IVOAX vs JVMTX
IVOAX vs JVMTX Comparison
Open Charts IVOAX vs JVMTX
Delaware Ivy Mid Cap Income Opps A
Price$19.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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IVOAX vs JVMTX Comparison Chart
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IVOAX vs. JVMTX commentary
Sep 16, 2024
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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.8B vs. IVOAX (1.11B). IVOAX pays higher dividends than JVMTX: IVOAX (1.63) vs JVMTX (0.73). IVOAX was incepted earlier than JVMTX: IVOAX (10 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IVOAX (29.00). JVMTX has a lower initial minimum investment than IVOAX: JVMTX (0) vs IVOAX (1000). IVOAX annual gain was more profitable for investors over the last year : 16.55 vs. JVMTX (14.20). IVOAX (42.35) and JVMTX (40.40) have equivalent 5 years return.
| IVOAX | JVMTX | IVOAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 9.601 | 9.108 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 22.8B | 5% |
| Annual Yield % from dividends | 1.63 | 0.73 | 224% |
| Returns for 1 year | 16.55 | 14.20 | 117% |
| Returns for 3 years | 7.29 | 9.50 | 77% |
| Returns for 5 years | 42.35 | 40.40 | 105% |
| Returns for 10 years | N/A | 57.10 | - |
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