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IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
Macquarie Mid Cap Income Opps Y
Price$20.10
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.07M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
IVOYX vs JVMRX Comparison Chart in %
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IVOYX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. IVOYX (906M). IVOYX pays higher dividends than JVMRX: IVOYX (1.35) vs JVMRX (0.84). IVOYX was incepted earlier than JVMRX: IVOYX (11 years) vs JVMRX (14 years). IVOYX (1.25) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (27.00). 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 : 2.98 vs. IVOYX (2.70). JVMRX return over 5 years is better than : 55.35 vs. IVOYX (46.81).
| IVOYX | JVMRX | IVOYX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.74 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.303 | 12.027 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 24.3B | 4% |
| Annual Yield % from dividends | 1.35 | 0.84 | 160% |
| Returns for 1 year | 2.70 | 2.98 | 90% |
| Returns for 3 years | 22.10 | 25.16 | 88% |
| Returns for 5 years | 46.81 | 55.35 | 85% |
| Returns for 10 years | 114.08 | 59.50 | 192% |
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