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IVOCX vs JVMIX
IVOCX vs JVMIX Comparison
Open Charts IVOCX vs JVMIX
Macquarie Mid Cap Income Opps C
Price$19.90
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.91M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
IVOCX vs JVMIX Comparison Chart in %
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IVOCX vs. JVMIX commentary
Sep 08, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IVOCX (907M). JVMIX pays higher dividends than IVOCX: JVMIX (0.74) vs IVOCX (0.66). IVOCX was incepted earlier than JVMIX: IVOCX (11 years) vs JVMIX (28 years). IVOCX (2.00) 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). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. IVOCX (1.87). JVMIX return over 5 years is better than : 54.86 vs. IVOCX (41.25).
| IVOCX | JVMIX | IVOCX / JVMIX | |
| Total Expense Ratio | 1.83 | 0.85 | 215% |
| Annual Report Gross Expense Ratio | 2.00 | 0.86 | 233% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 10.738 | 11.985 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 24.3B | 4% |
| Annual Yield % from dividends | 0.66 | 0.74 | 88% |
| Returns for 1 year | 1.87 | 2.91 | 64% |
| Returns for 3 years | 19.27 | 24.95 | 77% |
| Returns for 5 years | 41.25 | 54.86 | 75% |
| Returns for 10 years | 101.99 | 58.60 | 174% |
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