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IVOYX vs JVMAX
IVOYX vs JVMAX Comparison
Open Charts IVOYX vs JVMAX
Macquarie Mid Cap Income Opps Y
Price$18.57
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets905.16M
JHancock Disciplined Value Mid Cap A
Price$26.29
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets21.57B
IVOYX vs JVMAX Comparison Chart in %
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IVOYX vs. JVMAX commentary
Jun 21, 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 IVOYX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.6B vs. IVOYX (905M). IVOYX pays higher dividends than JVMAX: IVOYX (1.41) vs JVMAX (0.60). IVOYX was incepted earlier than JVMAX: IVOYX (11 years) vs JVMAX (28 years). IVOYX (1.25) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (17.00). IVOYX has a lower initial minimum investment than JVMAX: IVOYX (0) vs JVMAX (1000). IVOYX annual gain was more profitable for investors over the last year : -2.57 vs. JVMAX (-2.95). JVMAX return over 5 years is better than : 49.52 vs. IVOYX (45.46).
| IVOYX | JVMAX | IVOYX / JVMAX | |
| Total Expense Ratio | 1.08 | 1.12 | 96% |
| Annual Report Gross Expense Ratio | 1.25 | 1.13 | 111% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 2.739 | 3.029 | 90% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 21.6B | 4% |
| Annual Yield % from dividends | 1.41 | 0.60 | 236% |
| Returns for 1 year | -2.57 | -2.95 | 87% |
| Returns for 3 years | 19.73 | 17.76 | 111% |
| Returns for 5 years | 45.46 | 49.52 | 92% |
| Returns for 10 years | 84.42 | 31.40 | 269% |
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