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IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
Macquarie Mid Cap Income Opps Y
Price$19.12
Change+$0.36 (+1.92%)
VolumeN/A
Net Assets781.17M
JHancock Disciplined Value Mid Cap R6
Price$29.39
Change+$0.66 (+2.30%)
VolumeN/A
Net Assets23.2B
IVOYX vs JVMRX Comparison Chart in %
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IVOYX vs. JVMRX commentary
Nov 22, 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: 23.2B vs. IVOYX (781M). IVOYX pays higher dividends than JVMRX: IVOYX (1.37) vs JVMRX (0.85). IVOYX was incepted earlier than JVMRX: IVOYX (11 years) vs JVMRX (14 years). IVOYX (1.27) 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). IVOYX annual gain was more profitable for investors over the last year : -7.62 vs. JVMRX (-9.24). JVMRX return over 5 years is better than : 31.69 vs. IVOYX (28.45).
| IVOYX | JVMRX | IVOYX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.74 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.75 | 169% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 6.219 | 6.644 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 23.2B | 3% |
| Annual Yield % from dividends | 1.37 | 0.85 | 161% |
| Returns for 1 year | -7.62 | -9.24 | 82% |
| Returns for 3 years | 10.36 | 10.30 | 101% |
| Returns for 5 years | 28.45 | 31.69 | 90% |
| Returns for 10 years | 98.17 | 44.23 | 222% |
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