IVOCX
Price
$19.65
Change
-$0.21 (-1.06%)
Updated
Oct 7 closing price
Net Assets
898.32M
JVMRX
Price
$29.94
Change
-$0.20 (-0.66%)
Updated
Oct 7 closing price
Net Assets
24.26B
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IVOCX vs JVMRX

Header iconIVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRXBanner chart's image
Macquarie Mid Cap Income Opps C
Price$19.65
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets898.32M
JHancock Disciplined Value Mid Cap R6
Price$29.94
Change-$0.20 (-0.66%)
VolumeN/A
Net Assets24.26B
IVOCX vs JVMRX Comparison Chart in %
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IVOCX vs. JVMRX commentary
Oct 08, 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 Hold and JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. IVOCX (898M). JVMRX pays higher dividends than IVOCX: JVMRX (0.84) vs IVOCX (0.65). IVOCX was incepted earlier than JVMRX: IVOCX (11 years) vs JVMRX (14 years). IVOCX (2.00) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). IVOCX has a lower initial minimum investment than JVMRX: IVOCX (1000) vs JVMRX (1000000). IVOCX annual gain was more profitable for investors over the last year : -0.17 vs. JVMRX (-0.35). JVMRX return over 5 years is better than : 50.09 vs. IVOCX (38.91).
IVOCXJVMRXIVOCX / JVMRX
Total Expense Ratio1.830.74247%
Annual Report Gross Expense Ratio2.000.75267%
Fund Existence11 years14 years-
Gain YTD10.65411.87890%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets898M24.3B4%
Annual Yield % from dividends0.650.8478%
Returns for 1 year-0.17-0.3547%
Returns for 3 years27.7830.7990%
Returns for 5 years38.9150.0978%
Returns for 10 years97.6355.99174%
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