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IVOCX vs JVMTX
IVOCX vs JVMTX Comparison
Open Charts IVOCX vs JVMTX
Macquarie Mid Cap Income Opps C
Price$19.68
Change+$0.17 (+0.87%)
VolumeN/A
Net Assets893.48M
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
IVOCX vs JVMTX Comparison Chart in %
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IVOCX vs. JVMTX commentary
Sep 29, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.2B vs. IVOCX (893M). IVOCX pays higher dividends than JVMTX: IVOCX (0.66) vs JVMTX (0.62). IVOCX was incepted earlier than JVMTX: IVOCX (11 years) vs JVMTX (12 years). IVOCX (2.00) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IVOCX (27.00). JVMTX has a lower initial minimum investment than IVOCX: JVMTX (0) vs IVOCX (1000). JVMTX annual gain was more profitable for investors over the last year : -1.02 vs. IVOCX (-2.91). JVMTX return over 5 years is better than : 61.22 vs. IVOCX (47.89).
| IVOCX | JVMTX | IVOCX / JVMTX | |
| Total Expense Ratio | 1.83 | 0.99 | 185% |
| Annual Report Gross Expense Ratio | 2.00 | 1.10 | 182% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 9.651 | 11.631 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 24.2B | 4% |
| Annual Yield % from dividends | 0.66 | 0.62 | 106% |
| Returns for 1 year | -2.91 | -1.02 | 284% |
| Returns for 3 years | 27.83 | 34.61 | 80% |
| Returns for 5 years | 47.89 | 61.22 | 78% |
| Returns for 10 years | 110.61 | 63.56 | 174% |