Interact to see
Advertisement
Advertisement
IVOCX vs JVMIX
IVOCX vs JVMIX Comparison
Open Charts IVOCX vs JVMIX
Macquarie Mid Cap Income Opps C
Price$19.43
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets898.9M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
IVOCX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOCX vs. JVMIX commentary
Aug 18, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IVOCX (899M). JVMIX pays higher dividends than IVOCX: JVMIX (0.76) vs IVOCX (0.68). IVOCX was incepted earlier than JVMIX: IVOCX (11 years) vs JVMIX (28 years). IVOCX (2.00) is less costly to investors than JVMIX (0.88). 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 annual gain was more profitable for investors over the last year : 1.06 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. IVOCX (39.64).
| IVOCX | JVMIX | IVOCX / JVMIX | |
| Total Expense Ratio | 1.83 | 0.87 | 210% |
| Annual Report Gross Expense Ratio | 2.00 | 0.88 | 227% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.123 | 8.980 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 23.6B | 4% |
| Annual Yield % from dividends | 0.68 | 0.76 | 89% |
| Returns for 1 year | 1.06 | 0.76 | 140% |
| Returns for 3 years | 5.57 | 11.90 | 47% |
| Returns for 5 years | 39.64 | 50.10 | 79% |
| Returns for 10 years | 88.98 | 45.29 | 196% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement