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IVOCX vs JVMTX ᐉ Comparison: Which is Better to Invest?
IVOCX vs JVMTX Comparison
Open Charts IVOCX vs JVMTX
Delaware Ivy Mid Cap Income Opps C
Price$18.73
Change+$0.10 (+0.54%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$28.49
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
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IVOCX vs JVMTX Comparison Chart
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IVOCX vs. JVMTX commentary
Apr 25, 2024
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. IVOCX (1.1B). IVOCX pays higher dividends than JVMTX: IVOCX (0.94) vs JVMTX (0.73). IVOCX was incepted earlier than JVMTX: IVOCX (10 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IVOCX (29.00). JVMTX has a lower initial minimum investment than IVOCX: JVMTX (0) vs IVOCX (1000). JVMTX annual gain was more profitable for investors over the last year : 15.16 vs. IVOCX (8.22). JVMTX return over 5 years is better than : 41.83 vs. IVOCX (32.69).
| IVOCX | JVMTX | IVOCX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 1.590 | 4.133 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 22.3B | 5% |
| Annual Yield % from dividends | 0.94 | 0.73 | 130% |
| Returns for 1 year | 8.22 | 15.16 | 54% |
| Returns for 3 years | -1.15 | 5.48 | -21% |
| Returns for 5 years | 32.69 | 41.83 | 78% |
| Returns for 10 years | N/A | 61.16 | - |
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