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IVOCX vs JVMIX
IVOCX vs JVMIX Comparison
Open Charts IVOCX vs JVMIX
Macquarie Mid Cap Income Opps C
Price$19.23
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets811.96M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IVOCX vs JVMIX Comparison Chart in %
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IVOCX vs. JVMIX commentary
Nov 14, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IVOCX (812M). JVMIX pays higher dividends than IVOCX: JVMIX (0.75) vs IVOCX (0.67). IVOCX was incepted earlier than JVMIX: IVOCX (11 years) vs JVMIX (28 years). IVOCX (2.02) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). IVOCX has a lower initial minimum investment than JVMIX: IVOCX (1000) vs JVMIX (250000). IVOCX (-6.27) and JVMIX (-6.53) have marching annual gain over last year. JVMIX return over 5 years is better than : 36.37 vs. IVOCX (28.56).
| IVOCX | JVMIX | IVOCX / JVMIX | |
| Total Expense Ratio | 1.83 | 0.85 | 215% |
| Annual Report Gross Expense Ratio | 2.02 | 0.86 | 235% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.036 | 9.796 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 24.2B | 3% |
| Annual Yield % from dividends | 0.67 | 0.75 | 88% |
| Returns for 1 year | -6.27 | -6.53 | 96% |
| Returns for 3 years | 11.55 | 15.24 | 76% |
| Returns for 5 years | 28.56 | 36.37 | 79% |
| Returns for 10 years | 97.25 | 50.51 | 193% |
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