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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$19.29
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Nov 14, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IVOAX (812M). IVOAX pays higher dividends than JVMRX: IVOAX (1.38) vs JVMRX (0.85). 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 (-5.34) and IVOAX (-5.52) have marching annual gain over last year. JVMRX return over 5 years is better than : 38.63 vs. IVOAX (33.54).
| 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 | 8.774 | 11.359 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 24.2B | 3% |
| Annual Yield % from dividends | 1.38 | 0.85 | 162% |
| Returns for 1 year | -5.52 | -5.34 | 103% |
| Returns for 3 years | 14.14 | 15.57 | 91% |
| Returns for 5 years | 33.54 | 38.63 | 87% |
| Returns for 10 years | 109.38 | 55.27 | 198% |
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