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IVOIX vs JVMIX
IVOIX vs JVMIX Comparison
Open Charts IVOIX vs JVMIX
Macquarie Mid Cap Income Opps I
Price$19.31
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IVOIX vs JVMIX Comparison Chart in %
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IVOIX vs. JVMIX commentary
Nov 14, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IVOIX (812M). IVOIX pays higher dividends than JVMIX: IVOIX (1.58) vs JVMIX (0.75). IVOIX was incepted earlier than JVMIX: IVOIX (11 years) vs JVMIX (28 years). IVOIX (1.02) 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 annual gain was more profitable for investors over the last year : -5.31 vs. JVMIX (-6.53). JVMIX (36.37) and IVOIX (35.52) have equivalent 5 years return.
| IVOIX | JVMIX | IVOIX / JVMIX | |
| Total Expense Ratio | 0.83 | 0.85 | 98% |
| Annual Report Gross Expense Ratio | 1.02 | 0.86 | 119% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.995 | 9.796 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 24.2B | 3% |
| Annual Yield % from dividends | 1.58 | 0.75 | 210% |
| Returns for 1 year | -5.31 | -6.53 | 81% |
| Returns for 3 years | 14.97 | 15.24 | 98% |
| Returns for 5 years | 35.52 | 36.37 | 98% |
| Returns for 10 years | 114.65 | 50.51 | 227% |
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