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IVOYX vs JVMCX
IVOYX vs JVMCX Comparison
Open Charts IVOYX vs JVMCX
Macquarie Mid Cap Income Opps Y
Price$19.68
Change-$0.16 (-0.81%)
VolumeN/A
Net Assets910.19M
JHancock Disciplined Value Mid Cap C
Price$27.62
Change-$0.25 (-0.90%)
VolumeN/A
Net Assets23.97B
IVOYX vs JVMCX Comparison Chart in %
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IVOYX vs. JVMCX commentary
Aug 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24B vs. IVOYX (910M). IVOYX pays higher dividends than JVMCX: IVOYX (1.39) 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: 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 : 4.42 vs. JVMCX (2.13). IVOYX (46.72) and JVMCX (45.79) 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 | 9.864 | 10.158 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 24B | 4% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 4.42 | 2.13 | 208% |
| Returns for 3 years | 10.21 | 10.92 | 93% |
| Returns for 5 years | 46.72 | 45.79 | 102% |
| Returns for 10 years | 101.76 | 34.79 | 293% |
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