IVOAX
Price
$19.66
Change
-$0.11 (-0.56%)
Updated
Jul 28 closing price
Net Assets
930.38M
JVMRX
Price
$29.35
Change
-$0.11 (-0.37%)
Updated
Jul 28 closing price
Net Assets
23.06B
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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$19.66
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap R6
Price$29.35
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets23.06B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Jul 29, 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: 23.1B vs. IVOAX (930M). 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: 49.00 vs. IVOAX (27.00). 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 : 1.58 vs. JVMRX (-0.52). JVMRX return over 5 years is better than : 56.00 vs. IVOAX (48.71).
IVOAXJVMRXIVOAX / JVMRX
Total Expense Ratio1.080.75144%
Annual Report Gross Expense Ratio1.250.76164%
Fund Existence11 years14 years-
Gain YTD9.5918.946107%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.420.88162%
Returns for 1 year1.58-0.52-303%
Returns for 3 years14.9816.5990%
Returns for 5 years48.7156.0087%
Returns for 10 years101.9648.04212%
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