IVOCX
Price
$19.56
Change
-$0.00 (-0.00%)
Updated
Mar 28, 6:59 PM EST
JVMAX
Price
$28.33
Change
+$0.14 (+0.50%)
Updated
Mar 28, 6:59 PM EST
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IVOCX vs JVMAX ᐉ Comparison: Which is Better to Invest?

Header iconIVOCX vs JVMAX Comparison
Open Charts IVOCX vs JVMAXBanner chart's image
Delaware Ivy Mid Cap Income Opps C
Price$19.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.33
Change+$0.14 (+0.50%)
VolumeN/A
CapitalizationN/A
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IVOCX vs JVMAX Comparison Chart

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VS
IVOCX vs. JVMAX commentary
Mar 29, 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 IVOCX is a Buy and JVMAX is a Hold.

FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. IVOCX (1.17B). IVOCX pays higher dividends than JVMAX: IVOCX (0.95) vs JVMAX (0.70). IVOCX was incepted earlier than JVMAX: IVOCX (10 years) vs JVMAX (27 years). IVOCX (2.02) is less costly to investors than JVMAX (1.12). JVMAX is a more actively managed with annual turnover of: 41.00 vs. IVOCX (29.00). IVOCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 23.49 vs. IVOCX (17.05). JVMAX return over 5 years is better than : 52.14 vs. IVOCX (45.32).
IVOCXJVMAXIVOCX / JVMAX
Total Expense Ratio1.831.11165%
Annual Report Gross Expense Ratio2.021.12180%
Fund Existence10 years27 years-
Gain YTD6.6629.00374%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/A1000-
Net Assets1.17B23.3B5%
Annual Yield % from dividends0.950.70136%
Returns for 1 year17.0523.4973%
Returns for 3 years8.9014.3962%
Returns for 5 years45.3252.1487%
Returns for 10 yearsN/A61.19-
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