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IVOCX vs JVMCX
IVOCX vs JVMCX Comparison
Open Charts IVOCX vs JVMCX
Macquarie Mid Cap Income Opps C
Price$19.27
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets895.45M
JHancock Disciplined Value Mid Cap C
Price$27.01
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets23.23B
IVOCX vs JVMCX Comparison Chart in %
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IVOCX vs. JVMCX commentary
Aug 10, 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 IVOCX is a StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. IVOCX (895M). IVOCX pays higher dividends than JVMCX: IVOCX (0.68) vs JVMCX (0.00). IVOCX was incepted earlier than JVMCX: IVOCX (11 years) vs JVMCX (14 years). IVOCX (2.00) is less costly to investors than JVMCX (1.88). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). IVOCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. IVOCX annual gain was more profitable for investors over the last year : 2.45 vs. JVMCX (0.26). JVMCX return over 5 years is better than : 43.92 vs. IVOCX (40.25).
| IVOCX | JVMCX | IVOCX / JVMCX | |
| Total Expense Ratio | 1.83 | 1.87 | 98% |
| Annual Report Gross Expense Ratio | 2.00 | 1.88 | 106% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.233 | 6.759 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 23.2B | 4% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | 2.45 | 0.26 | 941% |
| Returns for 3 years | 10.88 | 12.23 | 89% |
| Returns for 5 years | 40.25 | 43.92 | 92% |
| Returns for 10 years | 87.08 | 32.10 | 271% |
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