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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Nomura Mid Cap Income Opps A
Price$17.29
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets784.5M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Dec 28, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. IVOAX (784M). IVOAX pays higher dividends than JVMRX: IVOAX (1.37) vs JVMRX (0.83). IVOAX was incepted earlier than JVMRX: IVOAX (11 years) vs JVMRX (14 years). IVOAX (1.27) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVOAX (27.00). IVOAX has a lower initial minimum investment than JVMRX: IVOAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.35 vs. IVOAX (-4.93). JVMRX return over 5 years is better than : 24.33 vs. IVOAX (11.35).
| IVOAX | JVMRX | IVOAX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.74 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.75 | 169% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -3.305 | 3.563 | -93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 23.9B | 3% |
| Annual Yield % from dividends | 1.37 | 0.83 | 164% |
| Returns for 1 year | -4.93 | 2.35 | -210% |
| Returns for 3 years | 9.49 | 16.55 | 57% |
| Returns for 5 years | 11.35 | 24.33 | 47% |
| Returns for 10 years | 85.41 | 51.02 | 167% |
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