IVOIX
Price
$19.37
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVOIX vs JVMRX

Header iconIVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRXBanner chart's image
Macquarie Mid Cap Income Opps I
Price$19.37
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IVOIX vs JVMRX Comparison Chart in %
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IVOIX vs. JVMRX commentary
Jul 07, 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IVOIX (923M). IVOIX pays higher dividends than JVMRX: IVOIX (1.63) vs JVMRX (0.88). IVOIX was incepted earlier than JVMRX: IVOIX (11 years) vs JVMRX (14 years). IVOIX (1.00) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOIX (17.00). IVOIX has a lower initial minimum investment than JVMRX: IVOIX (0) vs JVMRX (1000000). IVOIX annual gain was more profitable for investors over the last year : 4.78 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IVOIX (56.28).
IVOIXJVMRXIVOIX / JVMRX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio1.000.76132%
Fund Existence11 years14 years-
Gain YTD8.0188.50094%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.630.88186%
Returns for 1 year4.783.59133%
Returns for 3 years23.0324.1495%
Returns for 5 years56.2863.3289%
Returns for 10 years103.4849.30210%
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