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IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
Delaware Ivy Mid Cap Income Opps Y
Price$20.62
Change-$0.15 (-0.72%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$31.39
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
IVOYX vs JVMRX Comparison Chart
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IVOYX vs. JVMRX commentary
Nov 18, 2024
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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. IVOYX (1.11B). IVOYX pays higher dividends than JVMRX: IVOYX (1.64) vs JVMRX (0.93). IVOYX was incepted earlier than JVMRX: IVOYX (10 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. IVOYX (29.00). IVOYX has a lower initial minimum investment than JVMRX: IVOYX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 21.74 vs. IVOYX (18.43). JVMRX (45.54) and IVOYX (44.48) have equivalent 5 years return.
| IVOYX | JVMRX | IVOYX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 12.516 | 14.730 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 23.8B | 5% |
| Annual Yield % from dividends | 1.64 | 0.93 | 176% |
| Returns for 1 year | 18.43 | 21.74 | 85% |
| Returns for 3 years | 4.34 | 7.78 | 56% |
| Returns for 5 years | 44.48 | 45.54 | 98% |
| Returns for 10 years | 109.10 | 63.39 | 172% |
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