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IVOCX vs JVMAX
IVOCX vs JVMAX Comparison
Open Charts IVOCX vs JVMAX
Macquarie Mid Cap Income Opps C
Price$18.41
Change-$0.31 (-1.66%)
VolumeN/A
Net Assets905.48M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
IVOCX vs JVMAX Comparison Chart
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IVOCX vs. JVMAX commentary
Jun 16, 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 Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. IVOCX (905M). IVOCX pays higher dividends than JVMAX: IVOCX (0.67) vs JVMAX (0.60). 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: 47.00 vs. IVOCX (17.00). IVOCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. IVOCX annual gain was more profitable for investors over the last year : -3.40 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. IVOCX (39.81).
| 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 | 2.223 | 2.360 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 21.5B | 4% |
| Annual Yield % from dividends | 0.67 | 0.60 | 113% |
| Returns for 1 year | -3.40 | -3.68 | 92% |
| Returns for 3 years | 14.59 | 15.06 | 97% |
| Returns for 5 years | 39.81 | 48.97 | 81% |
| Returns for 10 years | 75.74 | 31.57 | 240% |
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