IVOCX
Price
$19.30
Change
+$0.05 (+0.26%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVOCX vs JVMAX

Header iconIVOCX vs JVMAX Comparison
Open Charts IVOCX vs JVMAXBanner chart's image
Macquarie Mid Cap Income Opps C
Price$19.30
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
IVOCX vs JVMAX Comparison Chart in %
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IVOCX vs. JVMAX 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 IVOCX is a StrongBuy and JVMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. IVOCX (923M). 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: 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 : 3.64 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. IVOCX (47.98).
IVOCXJVMAXIVOCX / JVMAX
Total Expense Ratio1.831.12163%
Annual Report Gross Expense Ratio2.001.13177%
Fund Existence11 years28 years-
Gain YTD7.4008.30189%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends0.690.58120%
Returns for 1 year3.642.59141%
Returns for 3 years19.3122.0088%
Returns for 5 years47.9859.3281%
Returns for 10 years87.3742.63205%
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