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IVOYX vs JVMIX
IVOYX vs JVMIX Comparison
Open Charts IVOYX vs JVMIX
Macquarie Mid Cap Income Opps Y
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.07M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
IVOYX vs JVMIX Comparison Chart in %
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IVOYX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IVOYX (906M). IVOYX pays higher dividends than JVMIX: IVOYX (1.35) vs JVMIX (0.74). IVOYX was incepted earlier than JVMIX: IVOYX (11 years) vs JVMIX (28 years). IVOYX (1.25) is less costly to investors than JVMIX (0.86). 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). JVMIX annual gain was more profitable for investors over the last year : 2.87 vs. IVOYX (2.70). JVMIX return over 5 years is better than : 54.81 vs. IVOYX (46.81).
| IVOYX | JVMIX | IVOYX / JVMIX | |
| Total Expense Ratio | 1.08 | 0.85 | 127% |
| Annual Report Gross Expense Ratio | 1.25 | 0.86 | 145% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 11.303 | 11.948 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 24.3B | 4% |
| Annual Yield % from dividends | 1.35 | 0.74 | 181% |
| Returns for 1 year | 2.70 | 2.87 | 94% |
| Returns for 3 years | 22.10 | 24.90 | 89% |
| Returns for 5 years | 46.81 | 54.81 | 85% |
| Returns for 10 years | 114.08 | 58.55 | 195% |
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