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IVOYX vs JVMIX
IVOYX vs JVMIX Comparison
Open Charts IVOYX vs JVMIX
Macquarie Mid Cap Income Opps Y
Price$19.68
Change-$0.16 (-0.81%)
VolumeN/A
Net Assets910.19M
JHancock Disciplined Value Mid Cap I
Price$29.60
Change-$0.26 (-0.87%)
VolumeN/A
Net Assets23.97B
IVOYX vs JVMIX Comparison Chart in %
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IVOYX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24B vs. IVOYX (910M). IVOYX pays higher dividends than JVMIX: IVOYX (1.39) vs JVMIX (0.76). IVOYX was incepted earlier than JVMIX: IVOYX (11 years) vs JVMIX (28 years). IVOYX (1.25) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (27.00). IVOYX has a lower initial minimum investment than JVMIX: IVOYX (0) vs JVMIX (250000). IVOYX annual gain was more profitable for investors over the last year : 4.42 vs. JVMIX (3.82). JVMIX return over 5 years is better than : 52.61 vs. IVOYX (46.72).
| IVOYX | JVMIX | IVOYX / JVMIX | |
| Total Expense Ratio | 1.08 | 0.87 | 124% |
| Annual Report Gross Expense Ratio | 1.25 | 0.88 | 142% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 9.864 | 10.798 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 24B | 4% |
| Annual Yield % from dividends | 1.39 | 0.76 | 183% |
| Returns for 1 year | 4.42 | 3.82 | 116% |
| Returns for 3 years | 10.21 | 14.32 | 71% |
| Returns for 5 years | 46.72 | 52.61 | 89% |
| Returns for 10 years | 101.76 | 47.36 | 215% |
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