Ad is loading...
IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Macquarie Mid Cap Income Opps I
Price$18.63
Change-$0.19 (-1.01%)
VolumeN/A
Net Assets1.05B
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
IVOIX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOIX vs. JVMRX commentary
Feb 23, 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 Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. IVOIX (1.05B). IVOIX pays higher dividends than JVMRX: IVOIX (1.84) vs JVMRX (0.93). IVOIX was incepted earlier than JVMRX: IVOIX (10 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. IVOIX (29.00). 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 : 1.36 vs. JVMRX (-1.71). IVOIX return over 5 years is better than : 28.46 vs. JVMRX (25.72).
| IVOIX | JVMRX | IVOIX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 2.928 | 2.079 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 22.5B | 5% |
| Annual Yield % from dividends | 1.84 | 0.93 | 197% |
| Returns for 1 year | 1.36 | -1.71 | -79% |
| Returns for 3 years | 6.14 | 4.02 | 153% |
| Returns for 5 years | 28.46 | 25.72 | 111% |
| Returns for 10 years | 86.64 | 38.31 | 226% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BIL | 91.66 | 0.03 | +0.03% |
| SPDR® Blmbg 1-3 Mth T-Bill ETF | |||
| XBOC | 30.77 | -0.21 | -0.67% |
| Innovator US Eq Acclrtd 9 Bffr ETF™ Oct | |||
| BCIM | 21.25 | -0.20 | -0.94% |
| abrdn Blmb Indstl Mtls Stgy K1 Fr ETF | |||
| NUSC | 41.62 | -1.23 | -2.86% |
| Nuveen ESG Small-Cap ETF | |||
| RFG | 47.15 | -1.52 | -3.13% |
| Invesco S&P MidCap 400® Pure Growth ETF | |||