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IVOCX vs JVMRX
IVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRX
Macquarie Mid Cap Income Opps C
Price$19.30
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IVOCX vs JVMRX Comparison Chart in %
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IVOCX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IVOCX (923M). JVMRX pays higher dividends than IVOCX: JVMRX (0.88) vs IVOCX (0.69). IVOCX was incepted earlier than JVMRX: IVOCX (11 years) vs JVMRX (14 years). IVOCX (2.00) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOCX (17.00). IVOCX has a lower initial minimum investment than JVMRX: IVOCX (1000) vs JVMRX (1000000). IVOCX (3.64) and JVMRX (3.59) have marching annual gain over last year. JVMRX return over 5 years is better than : 63.32 vs. IVOCX (47.98).
| IVOCX | JVMRX | IVOCX / JVMRX | |
| Total Expense Ratio | 1.83 | 0.75 | 244% |
| Annual Report Gross Expense Ratio | 2.00 | 0.76 | 263% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.400 | 8.500 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 0.69 | 0.88 | 79% |
| Returns for 1 year | 3.64 | 3.59 | 101% |
| Returns for 3 years | 19.31 | 24.14 | 80% |
| Returns for 5 years | 47.98 | 63.32 | 76% |
| Returns for 10 years | 87.37 | 49.30 | 177% |