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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Macquarie Mid Cap Income Opps I
Price$18.88
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets794.26M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
IVOIX vs JVMRX Comparison Chart in %
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IVOIX vs. JVMRX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. IVOIX (794M). IVOIX pays higher dividends than JVMRX: IVOIX (1.58) vs JVMRX (0.85). IVOIX was incepted earlier than JVMRX: IVOIX (11 years) vs JVMRX (14 years). IVOIX (1.02) 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 (-6.34) and JVMRX (-6.35) have marching annual gain over last year. JVMRX return over 5 years is better than : 33.25 vs. IVOIX (29.35).
| IVOIX | JVMRX | IVOIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.74 | 112% |
| Annual Report Gross Expense Ratio | 1.02 | 0.75 | 136% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 5.692 | 7.906 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 23.5B | 3% |
| Annual Yield % from dividends | 1.58 | 0.85 | 185% |
| Returns for 1 year | -6.34 | -6.35 | 100% |
| Returns for 3 years | 12.05 | 12.97 | 93% |
| Returns for 5 years | 29.35 | 33.25 | 88% |
| Returns for 10 years | 102.66 | 46.00 | 223% |
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