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IVOIX vs JVMTX
IVOIX vs JVMTX Comparison
Open Charts IVOIX vs JVMTX
Macquarie Mid Cap Income Opps I
Price$19.74
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets885.92M
JHancock Disciplined Value Mid Cap R4
Price$30.04
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets23.99B
IVOIX vs JVMTX Comparison Chart in %
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IVOIX vs. JVMTX commentary
Sep 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 Buy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24B vs. IVOIX (886M). IVOIX pays higher dividends than JVMTX: IVOIX (1.55) vs JVMTX (0.62). IVOIX was incepted earlier than JVMTX: IVOIX (11 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than IVOIX (1.00). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IVOIX (27.00). IVOIX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.02 vs. IVOIX (-1.93). JVMTX return over 5 years is better than : 61.22 vs. IVOIX (55.92).
| IVOIX | JVMTX | IVOIX / JVMTX | |
| Total Expense Ratio | 0.83 | 0.99 | 84% |
| Annual Report Gross Expense Ratio | 1.00 | 1.10 | 91% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 10.507 | 11.631 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 24B | 4% |
| Annual Yield % from dividends | 1.55 | 0.62 | 249% |
| Returns for 1 year | -1.93 | -1.02 | 189% |
| Returns for 3 years | 31.71 | 34.61 | 92% |
| Returns for 5 years | 55.92 | 61.22 | 91% |
| Returns for 10 years | 129.15 | 63.56 | 203% |
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