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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Macquarie Mid Cap Income Opps I
Price$17.14
Change-$0.99 (-5.46%)
VolumeN/A
Net Assets944.52M
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
IVOIX vs JVMRX Comparison Chart
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IVOIX vs. JVMRX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. IVOIX (945M). IVOIX pays higher dividends than JVMRX: IVOIX (1.69) vs JVMRX (0.94). 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 : -4.75 vs. JVMRX (-7.83). IVOIX (91.18) and JVMRX (90.92) have equivalent 5 years return.
| 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 | 0.634 | -0.037 | -1,708% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 945M | 21.4B | 4% |
| Annual Yield % from dividends | 1.69 | 0.94 | 180% |
| Returns for 1 year | -4.75 | -7.83 | 61% |
| Returns for 3 years | 1.67 | -0.32 | -520% |
| Returns for 5 years | 91.18 | 90.92 | 100% |
| Returns for 10 years | 83.13 | 34.80 | 239% |
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