IVOCX
Price
$19.30
Change
+$0.05 (+0.26%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVOCX vs JVMRX

Header iconIVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRXBanner chart's image
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.

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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).
IVOCXJVMRXIVOCX / JVMRX
Total Expense Ratio1.830.75244%
Annual Report Gross Expense Ratio2.000.76263%
Fund Existence11 years14 years-
Gain YTD7.4008.50087%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends0.690.8879%
Returns for 1 year3.643.59101%
Returns for 3 years19.3124.1480%
Returns for 5 years47.9863.3276%
Returns for 10 years87.3749.30177%
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