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IVOIX vs JVMIX
IVOIX vs JVMIX Comparison
Open Charts IVOIX vs JVMIX
Macquarie Mid Cap Income Opps I
Price$19.52
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets898.9M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
IVOIX vs JVMIX Comparison Chart in %
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IVOIX vs. JVMIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IVOIX (899M). IVOIX pays higher dividends than JVMIX: IVOIX (1.60) vs JVMIX (0.76). 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 : 2.12 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. IVOIX (47.26).
| 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 | 8.855 | 8.980 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 23.6B | 4% |
| Annual Yield % from dividends | 1.60 | 0.76 | 210% |
| Returns for 1 year | 2.12 | 0.76 | 280% |
| Returns for 3 years | 8.86 | 11.90 | 74% |
| Returns for 5 years | 47.26 | 50.10 | 94% |
| Returns for 10 years | 105.24 | 45.29 | 232% |
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