IVOIX
Price
$19.80
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
Interact to see
Advertisement

IVOIX vs JVMAX

Header iconIVOIX vs JVMAX Comparison
Open Charts IVOIX vs JVMAXBanner chart's image
Macquarie Mid Cap Income Opps I
Price$19.80
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
IVOIX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IVOIX vs. JVMAX 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 IVOIX is a StrongBuy and JVMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IVOIX (930M). 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: 49.00 vs. IVOIX (27.00). 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 : 4.01 vs. JVMAX (0.36). IVOIX (55.27) and JVMAX (54.69) have equivalent 5 years return.
IVOIXJVMAXIVOIX / JVMAX
Total Expense Ratio0.831.1274%
Annual Report Gross Expense Ratio1.001.1388%
Fund Existence11 years28 years-
Gain YTD10.4169.166114%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.630.58284%
Returns for 1 year4.010.361,121%
Returns for 3 years21.0519.68107%
Returns for 5 years55.2754.69101%
Returns for 10 years109.5544.49246%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CURI4.770.22
+4.84%
CuriosityStream
SPXC180.825.41
+3.08%
SPX Technologies
LNSR13.050.12
+0.93%
LENSAR
MDLZ70.580.40
+0.57%
Mondelez International
CRSR9.32N/A
N/A
Corsair Gaming