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IVOCX vs JVMRX
IVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRX
Macquarie Mid Cap Income Opps C
Price$18.07
Change+$0.17 (+0.95%)
VolumeN/A
Net Assets936.05M
JHancock Disciplined Value Mid Cap R6
Price$26.93
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets21.11B
IVOCX vs JVMRX Comparison Chart
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IVOCX vs. JVMRX commentary
Apr 04, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.1B vs. IVOCX (936M). JVMRX pays higher dividends than IVOCX: JVMRX (0.94) vs IVOCX (0.69). IVOCX was incepted earlier than JVMRX: IVOCX (11 years) vs JVMRX (14 years). IVOCX (2.00) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOCX (17.00). 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 : -6.56 vs. JVMRX (-8.55). JVMRX return over 5 years is better than : 88.72 vs. IVOCX (79.32).
| IVOCX | JVMRX | IVOCX / JVMRX | |
| Total Expense Ratio | 1.83 | 0.75 | 244% |
| Annual Report Gross Expense Ratio | 2.00 | 0.76 | 263% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -0.608 | -1.188 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 21.1B | 4% |
| Annual Yield % from dividends | 0.69 | 0.94 | 73% |
| Returns for 1 year | -6.56 | -8.55 | 77% |
| Returns for 3 years | -2.20 | -1.65 | 134% |
| Returns for 5 years | 79.32 | 88.72 | 89% |
| Returns for 10 years | 69.17 | 34.08 | 203% |
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