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IVOCX vs JVMAX
IVOCX vs JVMAX Comparison
Open Charts IVOCX vs JVMAX
Macquarie Mid Cap Income Opps C
Price$19.72
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
IVOCX vs JVMAX Comparison Chart in %
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IVOCX vs. JVMAX commentary
Jul 27, 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 IVOCX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IVOCX (930M). IVOCX pays higher dividends than JVMAX: IVOCX (0.69) vs JVMAX (0.58). IVOCX was incepted earlier than JVMAX: IVOCX (11 years) vs JVMAX (28 years). IVOCX (2.00) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). IVOCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. IVOCX annual gain was more profitable for investors over the last year : 2.94 vs. JVMAX (0.36). JVMAX return over 5 years is better than : 54.69 vs. IVOCX (47.15).
| IVOCX | JVMAX | IVOCX / JVMAX | |
| Total Expense Ratio | 1.83 | 1.12 | 163% |
| Annual Report Gross Expense Ratio | 2.00 | 1.13 | 177% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 9.737 | 9.166 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 0.69 | 0.58 | 120% |
| Returns for 1 year | 2.94 | 0.36 | 821% |
| Returns for 3 years | 17.43 | 19.68 | 89% |
| Returns for 5 years | 47.15 | 54.69 | 86% |
| Returns for 10 years | 93.06 | 44.49 | 209% |
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