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IVOIX vs JVMIX
IVOIX vs JVMIX Comparison
Open Charts IVOIX vs JVMIX
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.
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.
| 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 | 10.416 | 9.314 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 1.63 | 0.78 | 210% |
| Returns for 1 year | 4.01 | 1.20 | 333% |
| Returns for 3 years | 21.05 | 21.47 | 98% |
| Returns for 5 years | 55.27 | 58.07 | 95% |
| Returns for 10 years | 109.55 | 50.28 | 218% |
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