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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Delaware Ivy Mid Cap Income Opps I
Price$20.20
Change-$0.19 (-0.93%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IVOIX vs JVMRX Comparison Chart
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IVOIX vs. JVMRX commentary
Sep 21, 2024
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: 23.4B vs. IVOIX (1.13B). IVOIX pays higher dividends than JVMRX: IVOIX (1.84) vs JVMRX (0.93). IVOIX was incepted earlier than JVMRX: IVOIX (10 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. IVOIX (29.00). 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 : 18.60 vs. JVMRX (16.48). IVOIX return over 5 years is better than : 47.09 vs. JVMRX (43.53).
| IVOIX | JVMRX | IVOIX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 10.007 | 10.234 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.4B | 5% |
| Annual Yield % from dividends | 1.84 | 0.93 | 197% |
| Returns for 1 year | 18.60 | 16.48 | 113% |
| Returns for 3 years | 8.99 | 10.98 | 82% |
| Returns for 5 years | 47.09 | 43.53 | 108% |
| Returns for 10 years | N/A | 61.39 | - |