Interact to see
Advertisement
Advertisement
IVOCX vs JVMRX
IVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRX
Macquarie Mid Cap Income Opps C
Price$18.58
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets927.56M
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
IVOCX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. JVMRX commentary
Jun 07, 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: 21.5B vs. IVOCX (928M). JVMRX pays higher dividends than IVOCX: JVMRX (0.91) vs IVOCX (0.67). 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 : -1.84 vs. JVMRX (-2.97). JVMRX return over 5 years is better than : 40.13 vs. IVOCX (30.96).
| 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 | 3.167 | 2.376 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 21.5B | 4% |
| Annual Yield % from dividends | 0.67 | 0.91 | 74% |
| Returns for 1 year | -1.84 | -2.97 | 62% |
| Returns for 3 years | 4.39 | 4.82 | 91% |
| Returns for 5 years | 30.96 | 40.13 | 77% |
| Returns for 10 years | 78.99 | 38.58 | 205% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLKC | 22.87 | 0.99 | +4.50% |
| Invesco Aln Glxy Blkh Usr&Dctrzd Cmr ETF | |||
| XME | 64.41 | 0.28 | +0.44% |
| SPDR® S&P Metals and Mining ETF | |||
| OAEM | 31.47 | 0.05 | +0.15% |
| OneAscent Emerging Markets ETF | |||
| MPV | 17.86 | 0.01 | +0.08% |
| Barings Participation Investors | |||
| IBMN | 26.72 | N/A | +0.02% |
| iShares iBonds Dec 2025 Term Muni Bd ETF | |||