Ad is loading...
IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
Macquarie Mid Cap Income Opps Y
Price$17.00
Change+$1.31 (+8.35%)
VolumeN/A
Net Assets805.29M
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
IVOYX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVOYX vs. JVMRX commentary
Apr 11, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. IVOYX (805M). IVOYX pays higher dividends than JVMRX: IVOYX (1.44) vs JVMRX (0.94). IVOYX was incepted earlier than JVMRX: IVOYX (11 years) vs JVMRX (14 years). IVOYX (1.25) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOYX (17.00). 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 : -18.41 vs. JVMRX (-20.09). JVMRX (39.55) and IVOYX (38.97) have equivalent 5 years return.
| IVOYX | JVMRX | IVOYX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.75 | 144% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -13.474 | -13.252 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 18.5B | 4% |
| Annual Yield % from dividends | 1.44 | 0.94 | 153% |
| Returns for 1 year | -18.41 | -20.09 | 92% |
| Returns for 3 years | -12.08 | -12.51 | 97% |
| Returns for 5 years | 38.97 | 39.55 | 99% |
| Returns for 10 years | 53.52 | 16.87 | 317% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers