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IVOIX vs JVMAX
IVOIX vs JVMAX Comparison
Open Charts IVOIX vs JVMAX
Macquarie Mid Cap Income Opps I
Price$19.37
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
IVOIX vs JVMAX Comparison Chart in %
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IVOIX vs. JVMAX commentary
Jul 06, 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 IVOIX is a StrongBuy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. IVOIX (923M). IVOIX pays higher dividends than JVMAX: IVOIX (1.63) vs JVMAX (0.58). IVOIX was incepted earlier than JVMAX: IVOIX (11 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than IVOIX (1.00). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IVOIX (17.00). IVOIX has a lower initial minimum investment than JVMAX: IVOIX (0) vs JVMAX (1000). IVOIX annual gain was more profitable for investors over the last year : 4.78 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. IVOIX (56.28).
| IVOIX | JVMAX | IVOIX / JVMAX | |
| Total Expense Ratio | 0.83 | 1.12 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 1.13 | 88% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.018 | 8.301 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.63 | 0.58 | 284% |
| Returns for 1 year | 4.78 | 2.59 | 185% |
| Returns for 3 years | 23.03 | 22.00 | 105% |
| Returns for 5 years | 56.28 | 59.32 | 95% |
| Returns for 10 years | 103.48 | 42.63 | 243% |
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