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IVOAX vs JVMAX
IVOAX vs JVMAX Comparison
Open Charts IVOAX vs JVMAX
Macquarie Mid Cap Income Opps A
Price$19.35
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
IVOAX vs JVMAX Comparison Chart in %
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IVOAX vs. JVMAX commentary
Jul 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 IVOAX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. IVOAX (923M). 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: 47.00 vs. IVOAX (17.00). 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 : 4.50 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. IVOAX (53.84).
| IVOAX | JVMAX | IVOAX / JVMAX | |
| Total Expense Ratio | 1.08 | 1.12 | 96% |
| Annual Report Gross Expense Ratio | 1.25 | 1.13 | 111% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 7.863 | 8.301 | 95% |
| Front Load | 6% | 5% | 115% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.42 | 0.58 | 247% |
| Returns for 1 year | 4.50 | 2.59 | 174% |
| Returns for 3 years | 22.13 | 22.00 | 101% |
| Returns for 5 years | 53.84 | 59.32 | 91% |
| Returns for 10 years | 98.59 | 42.63 | 231% |
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