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IVOCX vs JVMAX
IVOCX vs JVMAX Comparison
Open Charts IVOCX vs JVMAX
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.
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).
| 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 | 7.400 | 8.301 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 0.69 | 0.58 | 120% |
| Returns for 1 year | 3.64 | 2.59 | 141% |
| Returns for 3 years | 19.31 | 22.00 | 88% |
| Returns for 5 years | 47.98 | 59.32 | 81% |
| Returns for 10 years | 87.37 | 42.63 | 205% |
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