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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Macquarie Mid Cap Income Opps I
Price$19.33
Change+$0.19 (+0.99%)
VolumeN/A
Net Assets905.6M
JHancock Disciplined Value Mid Cap R6
Price$29.09
Change+$0.31 (+1.08%)
VolumeN/A
Net Assets22.33B
IVOIX vs JVMRX Comparison Chart in %
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IVOIX vs. JVMRX commentary
Jul 18, 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: 22.3B vs. IVOIX (906M). IVOIX pays higher dividends than JVMRX: IVOIX (1.63) vs JVMRX (0.88). 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 : -1.64 vs. JVMRX (-2.39). JVMRX return over 5 years is better than : 55.72 vs. IVOIX (49.13).
| 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 | 6.735 | 6.830 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 22.3B | 4% |
| Annual Yield % from dividends | 1.63 | 0.88 | 186% |
| Returns for 1 year | -1.64 | -2.39 | 69% |
| Returns for 3 years | 20.13 | 23.16 | 87% |
| Returns for 5 years | 49.13 | 55.72 | 88% |
| Returns for 10 years | 100.69 | 45.38 | 222% |
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