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IVOIX vs JVMIX
IVOIX vs JVMIX Comparison
Open Charts IVOIX vs JVMIX
Macquarie Mid Cap Income Opps I
Price$20.00
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets906.07M
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
IVOIX vs JVMIX Comparison Chart in %
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IVOIX vs. JVMIX commentary
Sep 08, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IVOIX (906M). IVOIX pays higher dividends than JVMIX: IVOIX (1.55) vs JVMIX (0.74). IVOIX was incepted earlier than JVMIX: IVOIX (11 years) vs JVMIX (28 years). IVOIX (1.00) is less costly to investors than JVMIX (0.86). 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 (2.94) and JVMIX (2.91) have marching annual gain over last year. JVMIX return over 5 years is better than : 54.86 vs. IVOIX (49.02).
| IVOIX | JVMIX | IVOIX / JVMIX | |
| Total Expense Ratio | 0.83 | 0.85 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 0.86 | 116% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 11.531 | 11.985 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 24.3B | 4% |
| Annual Yield % from dividends | 1.55 | 0.74 | 208% |
| Returns for 1 year | 2.94 | 2.91 | 101% |
| Returns for 3 years | 22.91 | 24.95 | 92% |
| Returns for 5 years | 49.02 | 54.86 | 89% |
| Returns for 10 years | 119.22 | 58.60 | 203% |
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