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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Macquarie Mid Cap Income Opps I
Price$19.81
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets887.95M
JHancock Disciplined Value Mid Cap R6
Price$30.08
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
IVOIX vs JVMRX Comparison Chart in %
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IVOIX vs. JVMRX commentary
Oct 09, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. IVOIX (888M). IVOIX pays higher dividends than JVMRX: IVOIX (1.54) vs JVMRX (0.84). IVOIX was incepted earlier than JVMRX: IVOIX (11 years) vs JVMRX (14 years). IVOIX (1.00) is less costly to investors than JVMRX (0.75). 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 : -0.38 vs. JVMRX (-0.95). JVMRX return over 5 years is better than : 49.17 vs. IVOIX (44.46).
| IVOIX | JVMRX | IVOIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.74 | 112% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 10.395 | 11.136 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 24.1B | 4% |
| Annual Yield % from dividends | 1.54 | 0.84 | 184% |
| Returns for 1 year | -0.38 | -0.95 | 40% |
| Returns for 3 years | 30.34 | 29.92 | 101% |
| Returns for 5 years | 44.46 | 49.17 | 90% |
| Returns for 10 years | 112.88 | 54.96 | 205% |
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