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IVOYX vs JVMAX
IVOYX vs JVMAX Comparison
Open Charts IVOYX vs JVMAX
Delaware Ivy Mid Cap Income Opps Y
Price$20.31
Change-$0.18 (-0.88%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
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IVOYX vs JVMAX Comparison Chart
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IVOYX vs. JVMAX 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 IVOYX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. IVOYX (1.13B). IVOYX pays higher dividends than JVMAX: IVOYX (1.64) vs JVMAX (0.67). IVOYX was incepted earlier than JVMAX: IVOYX (10 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. IVOYX (29.00). 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 : 21.43 vs. JVMAX (18.94). IVOYX return over 5 years is better than : 46.03 vs. JVMAX (42.03).
| IVOYX | JVMAX | IVOYX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 10.824 | 10.889 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.4B | 5% |
| Annual Yield % from dividends | 1.64 | 0.67 | 246% |
| Returns for 1 year | 21.43 | 18.94 | 113% |
| Returns for 3 years | 10.80 | 12.35 | 87% |
| Returns for 5 years | 46.03 | 42.03 | 110% |
| Returns for 10 years | N/A | 59.30 | - |