IVOIX
Price
$17.26
Change
+$0.29 (+1.71%)
Updated
Apr 24 closing price
Net Assets
871.35M
JVMRX
Price
$25.65
Change
+$0.44 (+1.75%)
Updated
Apr 24 closing price
Net Assets
19.84B
Ad is loading...

IVOIX vs JVMRX

Header iconIVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRXBanner chart's image
Macquarie Mid Cap Income Opps I
Price$17.26
Change+$0.29 (+1.71%)
VolumeN/A
Net Assets871.35M
JHancock Disciplined Value Mid Cap R6
Price$25.65
Change+$0.44 (+1.75%)
VolumeN/A
Net Assets19.84B
IVOIX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
IVOIX vs. JVMRX commentary
Apr 25, 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 Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.8B vs. IVOIX (871M). IVOIX pays higher dividends than JVMRX: IVOIX (1.69) vs JVMRX (0.94). 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: 47.00 vs. IVOIX (17.00). 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 : -8.19 vs. JVMRX (-10.81). JVMRX (54.49) and IVOIX (54.34) have equivalent 5 years return.
IVOIXJVMRXIVOIX / JVMRX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio1.000.76132%
Fund Existence11 years14 years-
Gain YTD-5.805-6.42290%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets871M19.8B4%
Annual Yield % from dividends1.690.94180%
Returns for 1 year-8.19-10.8176%
Returns for 3 years-4.17-4.15101%
Returns for 5 years54.3454.49100%
Returns for 10 years72.9626.37277%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EATV15.350.34
+2.27%
VegTech Food Innovation & Climate ETF
QDEC26.070.47
+1.85%
FT Vest Nasdaq-100 Buffer ETF – Dec
GVLU22.120.38
+1.75%
Gotham 1000 Value ETF
FNCL67.310.86
+1.29%
Fidelity MSCI Financials ETF
VPC20.050.10
+0.50%
Virtus Private Credit ETF