IVOAX
Price
$19.35
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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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$19.35
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.

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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).
IVOAXJVMAXIVOAX / JVMAX
Total Expense Ratio1.081.1296%
Annual Report Gross Expense Ratio1.251.13111%
Fund Existence11 years28 years-
Gain YTD7.8638.30195%
Front Load6%5%115%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.420.58247%
Returns for 1 year4.502.59174%
Returns for 3 years22.1322.00101%
Returns for 5 years53.8459.3291%
Returns for 10 years98.5942.63231%
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