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-$0.22 (-1.17%)
VolumeN/A
Net Assets791.94M
JHancock Disciplined Value Mid Cap R6
Price$28.73
Change-$0.31 (-1.07%)
VolumeN/A
Net Assets23.45B
IVOCX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. JVMRX commentary
Nov 21, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. IVOCX (792M). JVMRX pays higher dividends than IVOCX: JVMRX (0.85) vs IVOCX (0.67). IVOCX was incepted earlier than JVMRX: IVOCX (11 years) vs JVMRX (14 years). IVOCX (2.02) 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). JVMRX annual gain was more profitable for investors over the last year : -7.07 vs. IVOCX (-7.62). JVMRX return over 5 years is better than : 33.11 vs. IVOCX (22.75).
| IVOCX | JVMRX | IVOCX / JVMRX | |
| Total Expense Ratio | 1.83 | 0.74 | 247% |
| Annual Report Gross Expense Ratio | 2.02 | 0.75 | 269% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 4.748 | 7.795 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 23.5B | 3% |
| Annual Yield % from dividends | 0.67 | 0.85 | 78% |
| Returns for 1 year | -7.62 | -7.07 | 108% |
| Returns for 3 years | 8.53 | 12.98 | 66% |
| Returns for 5 years | 22.75 | 33.11 | 69% |
| Returns for 10 years | 86.20 | 45.92 | 188% |