Interact to see
Advertisement
Advertisement
IVOCX vs JVMRX
IVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRX
Macquarie Mid Cap Income Opps C
Price$18.74
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets916.64M
JHancock Disciplined Value Mid Cap R6
Price$28.44
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets22B
IVOCX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. JVMRX commentary
Jul 01, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22B vs. IVOCX (917M). 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: 49.00 vs. IVOCX (17.00). IVOCX has a lower initial minimum investment than JVMRX: IVOCX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.86 vs. IVOCX (0.16). JVMRX return over 5 years is better than : 64.46 vs. IVOCX (49.11).
| 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 | 4.283 | 5.568 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 917M | 22B | 4% |
| Annual Yield % from dividends | 0.67 | 0.91 | 74% |
| Returns for 1 year | 0.16 | 0.86 | 18% |
| Returns for 3 years | 15.63 | 20.09 | 78% |
| Returns for 5 years | 49.11 | 64.46 | 76% |
| Returns for 10 years | 82.10 | 45.69 | 180% |
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 % |
| HDUS | 59.21 | 0.79 | +1.35% |
| Hartford Disciplined US Equity ETF | |||
| IJS | 99.68 | 0.13 | +0.13% |
| iShares S&P Small-Cap 600 Value ETF | |||
| KHYB | 23.91 | 0.01 | +0.05% |
| KraneShares Asia Pacific Hi Inc USD ETF | |||
| EVSM | 50.08 | -0.01 | -0.02% |
| Eaton Vance Short Dur Muncpl Inc ETF | |||
| YMAX | 13.60 | -0.05 | -0.37% |
| YieldMax Universe Fund Of Option Inc ETF | |||