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IVOCX vs JVMRX
IVOCX vs JVMRX Comparison
Open Charts IVOCX vs JVMRX
Macquarie Mid Cap Income Opps C
Price$19.72
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IVOCX vs JVMRX Comparison Chart in %
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IVOCX vs. JVMRX commentary
Jul 27, 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: 23.1B vs. IVOCX (930M). 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: 49.00 vs. IVOCX (27.00). IVOCX has a lower initial minimum investment than JVMRX: IVOCX (1000) vs JVMRX (1000000). IVOCX annual gain was more profitable for investors over the last year : 2.94 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. IVOCX (47.15).
| 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 | 9.737 | 9.354 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 0.69 | 0.88 | 79% |
| Returns for 1 year | 2.94 | 1.28 | 230% |
| Returns for 3 years | 17.43 | 21.72 | 80% |
| Returns for 5 years | 47.15 | 58.56 | 81% |
| Returns for 10 years | 93.06 | 51.14 | 182% |
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