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IVOYX vs JVMCX
IVOYX vs JVMCX Comparison
Open Charts IVOYX vs JVMCX
Macquarie Mid Cap Income Opps Y
Price$18.14
Change-$0.39 (-2.10%)
VolumeN/A
Net Assets932.31M
JHancock Disciplined Value Mid Cap C
Price$25.52
Change-$0.57 (-2.18%)
VolumeN/A
Net Assets21.79B
IVOYX vs JVMCX Comparison Chart
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IVOYX vs. JVMCX commentary
May 22, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.8B vs. IVOYX (932M). IVOYX pays higher dividends than JVMCX: IVOYX (1.48) vs JVMCX (0.00). IVOYX was incepted earlier than JVMCX: IVOYX (11 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than IVOYX (1.25). JVMCX is a more actively managed with annual turnover of: 47.00 vs. IVOYX (17.00). IVOYX has a lower initial minimum investment than JVMCX: IVOYX (0) vs JVMCX (1000). IVOYX annual gain was more profitable for investors over the last year : -4.18 vs. JVMCX (-5.78). JVMCX (54.86) and IVOYX (52.60) have equivalent 5 years return.
| IVOYX | JVMCX | IVOYX / JVMCX | |
| Total Expense Ratio | 1.08 | 1.87 | 58% |
| Annual Report Gross Expense Ratio | 1.25 | 1.88 | 66% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 2.188 | 3.123 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 21.8B | 4% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | -4.18 | -5.78 | 72% |
| Returns for 3 years | 12.21 | 9.69 | 126% |
| Returns for 5 years | 52.60 | 54.86 | 96% |
| Returns for 10 years | 83.60 | 25.15 | 332% |
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