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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
Macquarie Mid Cap Income Opps A
Price$19.36
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets864.84M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
IVOAX vs JVMRX Comparison Chart in %
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IVOAX vs. JVMRX commentary
Oct 19, 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: 23.7B vs. IVOAX (865M). IVOAX pays higher dividends than JVMRX: IVOAX (1.34) vs JVMRX (0.84). 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 (-4.79) and IVOAX (-4.86) have marching annual gain over last year. JVMRX return over 5 years is better than : 47.93 vs. IVOAX (38.96).
| 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 | 8.271 | 9.837 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 23.7B | 4% |
| Annual Yield % from dividends | 1.34 | 0.84 | 161% |
| Returns for 1 year | -4.86 | -4.79 | 101% |
| Returns for 3 years | 24.32 | 25.62 | 95% |
| Returns for 5 years | 38.96 | 47.93 | 81% |
| Returns for 10 years | 102.91 | 52.40 | 196% |
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