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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Delaware Ivy Mid Cap Income Opps I
Price$20.51
Change-$0.15 (-0.73%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
IVOIX vs JVMRX Comparison Chart
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IVOIX vs. JVMRX commentary
Nov 18, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. IVOIX (1.11B). 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). JVMRX annual gain was more profitable for investors over the last year : 21.74 vs. IVOIX (18.70). IVOIX (46.74) and JVMRX (45.54) have equivalent 5 years return.
| 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 | 12.693 | 14.730 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 23.8B | 5% |
| Annual Yield % from dividends | 1.84 | 0.93 | 197% |
| Returns for 1 year | 18.70 | 21.74 | 86% |
| Returns for 3 years | 5.16 | 7.78 | 66% |
| Returns for 5 years | 46.74 | 45.54 | 103% |
| Returns for 10 years | 114.02 | 63.39 | 180% |
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