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IVOYX vs JVMAX
IVOYX vs JVMAX Comparison
Open Charts IVOYX vs JVMAX
Macquarie Mid Cap Income Opps Y
Price$16.87
Change+$0.30 (+1.81%)
VolumeN/A
Net Assets864.63M
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.53B
IVOYX vs JVMAX Comparison Chart
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IVOYX vs. JVMAX commentary
Apr 15, 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 Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.5B vs. IVOYX (865M). IVOYX pays higher dividends than JVMAX: IVOYX (1.44) vs JVMAX (0.61). 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: 47.00 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 : -10.34 vs. JVMAX (-14.50). IVOYX return over 5 years is better than : 49.43 vs. JVMAX (44.00).
| 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 | -6.967 | -8.301 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 19.5B | 4% |
| Annual Yield % from dividends | 1.44 | 0.61 | 235% |
| Returns for 1 year | -10.34 | -14.50 | 71% |
| Returns for 3 years | -4.75 | -8.15 | 58% |
| Returns for 5 years | 49.43 | 44.00 | 112% |
| Returns for 10 years | 66.10 | 18.74 | 353% |
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