IVOIX
Price
$19.80
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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IVOIX vs JVMIX

Header iconIVOIX vs JVMIX Comparison
Open Charts IVOIX vs JVMIXBanner 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 I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IVOIX vs JVMIX Comparison Chart in %
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IVOIX vs. JVMIX 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 JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. IVOIX (930M). 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: 49.00 vs. IVOIX (27.00). 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 : 4.01 vs. JVMIX (1.20). JVMIX (58.07) and IVOIX (55.27) have equivalent 5 years return.
IVOIXJVMIXIVOIX / JVMIX
Total Expense Ratio0.830.8795%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence11 years28 years-
Gain YTD10.4169.314112%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.630.78210%
Returns for 1 year4.011.20333%
Returns for 3 years21.0521.4798%
Returns for 5 years55.2758.0795%
Returns for 10 years109.5550.28218%
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