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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Macquarie Mid Cap Income Opps I
Price$19.23
Change-$0.12 (-0.62%)
VolumeN/A
Net Assets895.45M
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets23.23B
IVOIX vs JVMRX Comparison Chart in %
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IVOIX vs. JVMRX commentary
Aug 12, 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 IVOIX is a StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. IVOIX (895M). IVOIX pays higher dividends than JVMRX: IVOIX (1.60) vs JVMRX (0.86). IVOIX was incepted earlier than JVMRX: IVOIX (11 years) vs JVMRX (14 years). IVOIX (1.00) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVOIX (27.00). IVOIX has a lower initial minimum investment than JVMRX: IVOIX (0) vs JVMRX (1000000). IVOIX annual gain was more profitable for investors over the last year : 2.77 vs. JVMRX (1.74). JVMRX return over 5 years is better than : 47.75 vs. IVOIX (44.47).
| IVOIX | JVMRX | IVOIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.75 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 0.76 | 132% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.237 | 7.461 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 23.2B | 4% |
| Annual Yield % from dividends | 1.60 | 0.86 | 186% |
| Returns for 1 year | 2.77 | 1.74 | 159% |
| Returns for 3 years | 8.32 | 10.94 | 76% |
| Returns for 5 years | 44.47 | 47.75 | 93% |
| Returns for 10 years | 102.01 | 44.50 | 229% |
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