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IVOCX vs JVMIX
IVOCX vs JVMIX Comparison
Open Charts IVOCX vs JVMIX
Macquarie Mid Cap Income Opps C
Price$19.27
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets895.45M
JHancock Disciplined Value Mid Cap I
Price$28.94
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.23B
IVOCX vs JVMIX Comparison Chart in %
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IVOCX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. IVOCX (895M). JVMIX pays higher dividends than IVOCX: JVMIX (0.76) vs IVOCX (0.68). IVOCX was incepted earlier than JVMIX: IVOCX (11 years) vs JVMIX (28 years). IVOCX (2.00) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). IVOCX has a lower initial minimum investment than JVMIX: IVOCX (1000) vs JVMIX (250000). IVOCX annual gain was more profitable for investors over the last year : 2.45 vs. JVMIX (1.95). JVMIX return over 5 years is better than : 50.61 vs. IVOCX (40.25).
| IVOCX | JVMIX | IVOCX / JVMIX | |
| Total Expense Ratio | 1.83 | 0.87 | 210% |
| Annual Report Gross Expense Ratio | 2.00 | 0.88 | 227% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 7.233 | 7.384 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 23.2B | 4% |
| Annual Yield % from dividends | 0.68 | 0.76 | 89% |
| Returns for 1 year | 2.45 | 1.95 | 125% |
| Returns for 3 years | 10.88 | 15.67 | 69% |
| Returns for 5 years | 40.25 | 50.61 | 80% |
| Returns for 10 years | 87.08 | 44.46 | 196% |
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