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IVOIX vs JVMAX
IVOIX vs JVMAX Comparison
Open Charts IVOIX vs JVMAX
Macquarie Mid Cap Income Opps I
Price$18.50
Change-$0.31 (-1.65%)
VolumeN/A
Net Assets905.48M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
IVOIX vs JVMAX Comparison Chart
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IVOIX vs. JVMAX commentary
Jun 15, 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 Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. IVOIX (905M). IVOIX pays higher dividends than JVMAX: IVOIX (1.65) vs JVMAX (0.60). 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 : -2.41 vs. JVMAX (-3.68). JVMAX (48.97) and IVOIX (47.47) have equivalent 5 years return.
| 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 | 2.688 | 2.360 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 21.5B | 4% |
| Annual Yield % from dividends | 1.65 | 0.60 | 277% |
| Returns for 1 year | -2.41 | -3.68 | 65% |
| Returns for 3 years | 18.10 | 15.06 | 120% |
| Returns for 5 years | 47.47 | 48.97 | 97% |
| Returns for 10 years | 90.62 | 31.57 | 287% |
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