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IVOIX vs JVMTX
IVOIX vs JVMTX Comparison
Open Charts IVOIX vs JVMTX
Delaware Ivy Mid Cap Income Opps I
Price$20.20
Change-$0.19 (-0.93%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IVOIX vs JVMTX Comparison Chart
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IVOIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IVOIX (1.13B). IVOIX pays higher dividends than JVMTX: IVOIX (1.84) vs JVMTX (0.73). IVOIX was incepted earlier than JVMTX: IVOIX (10 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IVOIX (29.00). IVOIX (0) and JVMTX (0) have matching initial minimum investment requirements. IVOIX annual gain was more profitable for investors over the last year : 18.60 vs. JVMTX (16.17). IVOIX return over 5 years is better than : 47.09 vs. JVMTX (42.36).
| IVOIX | JVMTX | IVOIX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 10.007 | 10.022 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.4B | 5% |
| Annual Yield % from dividends | 1.84 | 0.73 | 253% |
| Returns for 1 year | 18.60 | 16.17 | 115% |
| Returns for 3 years | 8.99 | 10.42 | 86% |
| Returns for 5 years | 47.09 | 42.36 | 111% |
| Returns for 10 years | N/A | 58.91 | - |