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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
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.
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).
| IVOAX | JVMRX | IVOAX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.75 | 144% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 9.591 | 8.946 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 1.42 | 0.88 | 162% |
| Returns for 1 year | 1.58 | -0.52 | -303% |
| Returns for 3 years | 14.98 | 16.59 | 90% |
| Returns for 5 years | 48.71 | 56.00 | 87% |
| Returns for 10 years | 101.96 | 48.04 | 212% |
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