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IVOAX vs JVMRX
IVOAX vs JVMRX Comparison
Open Charts IVOAX vs JVMRX
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.
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).
| 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 | 7.863 | 8.500 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.42 | 0.88 | 162% |
| Returns for 1 year | 4.50 | 3.59 | 125% |
| Returns for 3 years | 22.13 | 24.14 | 92% |
| Returns for 5 years | 53.84 | 63.32 | 85% |
| Returns for 10 years | 98.59 | 49.30 | 200% |
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