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IVOYX vs JVMTX
IVOYX vs JVMTX Comparison
Open Charts IVOYX vs JVMTX
Delaware Ivy Mid Cap Income Opps Y
Price$20.31
Change-$0.18 (-0.88%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IVOYX vs JVMTX Comparison Chart
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IVOYX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IVOYX (1.13B). IVOYX pays higher dividends than JVMTX: IVOYX (1.64) vs JVMTX (0.73). IVOYX was incepted earlier than JVMTX: IVOYX (10 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IVOYX (29.00). IVOYX (0) and JVMTX (0) have matching initial minimum investment requirements. IVOYX annual gain was more profitable for investors over the last year : 21.43 vs. JVMTX (19.27). IVOYX return over 5 years is better than : 46.03 vs. JVMTX (43.64).
| IVOYX | JVMTX | IVOYX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 10.824 | 11.010 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 23.4B | 5% |
| Annual Yield % from dividends | 1.64 | 0.73 | 226% |
| Returns for 1 year | 21.43 | 19.27 | 111% |
| Returns for 3 years | 10.80 | 13.38 | 81% |
| Returns for 5 years | 46.03 | 43.64 | 105% |
| Returns for 10 years | N/A | 63.34 | - |
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