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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Macquarie Mid Cap Income Opps I
Price$18.67
Change+$0.15 (+0.81%)
VolumeN/A
Net Assets927.56M
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
IVOIX vs JVMRX Comparison Chart
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IVOIX vs. JVMRX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. IVOIX (928M). IVOIX pays higher dividends than JVMRX: IVOIX (1.65) vs JVMRX (0.91). 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 : -0.84 vs. JVMRX (-2.97). JVMRX return over 5 years is better than : 40.13 vs. IVOIX (38.14).
| 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 | 3.631 | 2.376 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 21.5B | 4% |
| Annual Yield % from dividends | 1.65 | 0.91 | 181% |
| Returns for 1 year | -0.84 | -2.97 | 28% |
| Returns for 3 years | 7.59 | 4.82 | 157% |
| Returns for 5 years | 38.14 | 40.13 | 95% |
| Returns for 10 years | 93.78 | 38.58 | 243% |
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