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IVOCX vs JVMRX
IVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRX
Macquarie Mid Cap Income Opps C
Price$17.20
Change+$0.29 (+1.71%)
VolumeN/A
Net Assets871.35M
JHancock Disciplined Value Mid Cap R6
Price$25.65
Change+$0.44 (+1.75%)
VolumeN/A
Net Assets19.84B
IVOCX vs JVMRX Comparison Chart
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IVOCX vs. JVMRX commentary
Apr 25, 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: 19.8B vs. IVOCX (871M). 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 : -9.09 vs. JVMRX (-10.81). JVMRX return over 5 years is better than : 54.49 vs. IVOCX (46.26).
| 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 | -6.106 | -6.422 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 871M | 19.8B | 4% |
| Annual Yield % from dividends | 0.69 | 0.94 | 73% |
| Returns for 1 year | -9.09 | -10.81 | 84% |
| Returns for 3 years | -7.01 | -4.15 | 169% |
| Returns for 5 years | 46.26 | 54.49 | 85% |
| Returns for 10 years | 59.82 | 26.37 | 227% |
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