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IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
Delaware Ivy Mid Cap Income Opps Y
Price$20.31
Change-$0.18 (-0.88%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IVOYX vs JVMRX Comparison Chart
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IVOYX vs. JVMRX commentary
Sep 21, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IVOYX (1.13B). 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). IVOYX annual gain was more profitable for investors over the last year : 21.43 vs. JVMRX (19.58). IVOYX (46.03) and JVMRX (44.82) 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 | 10.824 | 11.221 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.4B | 5% |
| Annual Yield % from dividends | 1.64 | 0.93 | 176% |
| Returns for 1 year | 21.43 | 19.58 | 109% |
| Returns for 3 years | 10.80 | 13.96 | 77% |
| Returns for 5 years | 46.03 | 44.82 | 103% |
| Returns for 10 years | N/A | 65.88 | - |