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IVOIX vs JVMRX
IVOIX vs JVMRX Comparison
Open Charts IVOIX vs JVMRX
Nomura Mid Cap Income Opps I
Price$17.31
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets784.5M
JHancock Disciplined Value Mid Cap R6
Price$27.90
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
IVOIX vs JVMRX Comparison Chart in %
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IVOIX vs. JVMRX commentary
Dec 28, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. IVOIX (784M). IVOIX pays higher dividends than JVMRX: IVOIX (1.57) vs JVMRX (0.83). IVOIX was incepted earlier than JVMRX: IVOIX (11 years) vs JVMRX (14 years). IVOIX (1.02) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVOIX (27.00). IVOIX has a lower initial minimum investment than JVMRX: IVOIX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.35 vs. IVOIX (-4.73). JVMRX return over 5 years is better than : 24.33 vs. IVOIX (12.94).
| IVOIX | JVMRX | IVOIX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.74 | 112% |
| Annual Report Gross Expense Ratio | 1.02 | 0.75 | 136% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -3.097 | 3.563 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 23.9B | 3% |
| Annual Yield % from dividends | 1.57 | 0.83 | 188% |
| Returns for 1 year | -4.73 | 2.35 | -201% |
| Returns for 3 years | 10.25 | 16.55 | 62% |
| Returns for 5 years | 12.94 | 24.33 | 53% |
| Returns for 10 years | 90.29 | 51.02 | 177% |
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