IVOAX
Price
$19.66
Change
-$0.11 (-0.56%)
Updated
Jul 28 closing price
Net Assets
930.38M
JVMAX
Price
$27.64
Change
-$0.11 (-0.40%)
Updated
Jul 28 closing price
Net Assets
23.06B
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IVOAX vs JVMAX

Header iconIVOAX vs JVMAX Comparison
Open Charts IVOAX vs JVMAXBanner chart's image
Macquarie Mid Cap Income Opps A
Price$19.66
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap A
Price$27.64
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets23.06B
IVOAX vs JVMAX Comparison Chart in %
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IVOAX vs. JVMAX commentary
Jul 29, 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 IVOAX is a StrongBuy and JVMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IVOAX (930M). IVOAX pays higher dividends than JVMAX: IVOAX (1.42) vs JVMAX (0.58). IVOAX was incepted earlier than JVMAX: IVOAX (11 years) vs JVMAX (28 years). IVOAX (1.25) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IVOAX (27.00). IVOAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). IVOAX (1000) and JVMAX (1000) have matching initial minimum investment requirements. IVOAX annual gain was more profitable for investors over the last year : 1.58 vs. JVMAX (-1.46). JVMAX return over 5 years is better than : 52.16 vs. IVOAX (48.71).
IVOAXJVMAXIVOAX / JVMAX
Total Expense Ratio1.081.1296%
Annual Report Gross Expense Ratio1.251.13111%
Fund Existence11 years28 years-
Gain YTD9.5918.733110%
Front Load6%5%115%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.420.58247%
Returns for 1 year1.58-1.46-109%
Returns for 3 years14.9814.62102%
Returns for 5 years48.7152.1693%
Returns for 10 years101.9641.49246%
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