IVOAX
Price
$19.35
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVOAX vs JVMRX

Header iconIVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRXBanner 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 R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IVOAX (923M). IVOAX pays higher dividends than JVMRX: IVOAX (1.42) vs JVMRX (0.88). IVOAX was incepted earlier than JVMRX: IVOAX (11 years) vs JVMRX (14 years). IVOAX (1.25) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOAX (17.00). IVOAX has a lower initial minimum investment than JVMRX: IVOAX (1000) vs JVMRX (1000000). IVOAX annual gain was more profitable for investors over the last year : 4.50 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IVOAX (53.84).
IVOAXJVMRXIVOAX / JVMRX
Total Expense Ratio1.080.75144%
Annual Report Gross Expense Ratio1.250.76164%
Fund Existence11 years14 years-
Gain YTD7.8638.50093%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.420.88162%
Returns for 1 year4.503.59125%
Returns for 3 years22.1324.1492%
Returns for 5 years53.8463.3285%
Returns for 10 years98.5949.30200%
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