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IVOYX vs JVMCX
IVOYX vs JVMCX Comparison
Open Charts IVOYX vs JVMCX
Macquarie Mid Cap Income Opps Y
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.07M
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.3B
IVOYX vs JVMCX Comparison Chart in %
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IVOYX vs. JVMCX commentary
Sep 07, 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: 24.3B vs. IVOYX (906M). IVOYX pays higher dividends than JVMCX: IVOYX (1.35) vs JVMCX (0.00). IVOYX was incepted earlier than JVMCX: IVOYX (11 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than IVOYX (1.25). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (27.00). 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 : 2.70 vs. JVMCX (1.15). JVMCX (47.92) and IVOYX (46.81) have equivalent 5 years return.
| IVOYX | JVMCX | IVOYX / JVMCX | |
| Total Expense Ratio | 1.08 | 1.85 | 58% |
| Annual Report Gross Expense Ratio | 1.25 | 1.86 | 67% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.303 | 11.186 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 24.3B | 4% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 2.70 | 1.15 | 235% |
| Returns for 3 years | 22.10 | 21.16 | 104% |
| Returns for 5 years | 46.81 | 47.92 | 98% |
| Returns for 10 years | 114.08 | 44.95 | 254% |
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