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IVOAX vs JVMIX
IVOAX vs JVMIX Comparison
Open Charts IVOAX vs JVMIX
Macquarie Mid Cap Income Opps A
Price$19.96
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets906.22M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
IVOAX vs JVMIX Comparison Chart in %
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IVOAX vs. JVMIX commentary
Sep 09, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IVOAX (906M). IVOAX pays higher dividends than JVMIX: IVOAX (1.35) vs JVMIX (0.74). IVOAX was incepted earlier than JVMIX: IVOAX (11 years) vs JVMIX (28 years). IVOAX (1.25) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IVOAX (27.00). IVOAX has a lower initial minimum investment than JVMIX: IVOAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. IVOAX (2.66). JVMIX return over 5 years is better than : 54.86 vs. IVOAX (46.71).
| IVOAX | JVMIX | IVOAX / JVMIX | |
| Total Expense Ratio | 1.08 | 0.85 | 127% |
| Annual Report Gross Expense Ratio | 1.25 | 0.86 | 145% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 11.319 | 11.985 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 24.3B | 4% |
| Annual Yield % from dividends | 1.35 | 0.74 | 182% |
| Returns for 1 year | 2.66 | 2.91 | 92% |
| Returns for 3 years | 22.02 | 24.95 | 88% |
| Returns for 5 years | 46.71 | 54.86 | 85% |
| Returns for 10 years | 113.87 | 58.60 | 194% |
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