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IVOIX vs JVMIX
IVOIX vs JVMIX Comparison
Open Charts IVOIX vs JVMIX
Macquarie Mid Cap Income Opps I
Price$19.37
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IVOIX vs JVMIX Comparison Chart in %
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IVOIX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. IVOIX (923M). IVOIX pays higher dividends than JVMIX: IVOIX (1.63) vs JVMIX (0.78). IVOIX was incepted earlier than JVMIX: IVOIX (11 years) vs JVMIX (28 years). IVOIX (1.00) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. IVOIX (17.00). IVOIX has a lower initial minimum investment than JVMIX: IVOIX (0) vs JVMIX (250000). IVOIX annual gain was more profitable for investors over the last year : 4.78 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. IVOIX (56.28).
| IVOIX | JVMIX | IVOIX / JVMIX | |
| Total Expense Ratio | 0.83 | 0.87 | 95% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.018 | 8.423 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.63 | 0.78 | 210% |
| Returns for 1 year | 4.78 | 3.45 | 139% |
| Returns for 3 years | 23.03 | 23.84 | 97% |
| Returns for 5 years | 56.28 | 62.76 | 90% |
| Returns for 10 years | 103.48 | 48.34 | 214% |
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