IVOCX
Price
$19.72
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$19.72
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.

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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).
IVOCXJVMAXIVOCX / JVMAX
Total Expense Ratio1.831.12163%
Annual Report Gross Expense Ratio2.001.13177%
Fund Existence11 years28 years-
Gain YTD9.7379.166106%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends0.690.58120%
Returns for 1 year2.940.36821%
Returns for 3 years17.4319.6889%
Returns for 5 years47.1554.6986%
Returns for 10 years93.0644.49209%
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