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IVOAX vs JVMTX
IVOAX vs JVMTX Comparison
Open Charts IVOAX vs JVMTX
Macquarie Mid Cap Income Opps A
Price$19.72
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets893.48M
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
IVOAX vs JVMTX Comparison Chart in %
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IVOAX vs. JVMTX commentary
Sep 28, 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 Buy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. IVOAX (893M). IVOAX pays higher dividends than JVMTX: IVOAX (1.35) vs JVMTX (0.62). IVOAX was incepted earlier than JVMTX: IVOAX (11 years) vs JVMTX (12 years). IVOAX (1.25) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IVOAX (27.00). JVMTX has a lower initial minimum investment than IVOAX: JVMTX (0) vs IVOAX (1000). JVMTX annual gain was more profitable for investors over the last year : -1.02 vs. IVOAX (-2.15). JVMTX return over 5 years is better than : 61.22 vs. IVOAX (53.57).
| IVOAX | JVMTX | IVOAX / JVMTX | |
| Total Expense Ratio | 1.08 | 0.99 | 109% |
| Annual Report Gross Expense Ratio | 1.25 | 1.10 | 114% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 10.284 | 11.631 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 24.2B | 4% |
| Annual Yield % from dividends | 1.35 | 0.62 | 218% |
| Returns for 1 year | -2.15 | -1.02 | 210% |
| Returns for 3 years | 30.72 | 34.61 | 89% |
| Returns for 5 years | 53.57 | 61.22 | 87% |
| Returns for 10 years | 123.54 | 63.56 | 194% |
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