IVOYX
Price
$19.91
Change
+$0.09 (+0.45%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
Interact to see
Advertisement

IVOYX vs JVMAX

Header iconIVOYX vs JVMAX Comparison
Open Charts IVOYX vs JVMAXBanner chart's image
Macquarie Mid Cap Income Opps Y
Price$19.91
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
IVOYX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IVOYX vs. JVMAX commentary
Jul 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 IVOYX is a StrongBuy and JVMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IVOYX (930M). IVOYX pays higher dividends than JVMAX: IVOYX (1.42) vs JVMAX (0.58). IVOYX was incepted earlier than JVMAX: IVOYX (11 years) vs JVMAX (28 years). IVOYX (1.25) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (27.00). IVOYX has a lower initial minimum investment than JVMAX: IVOYX (0) vs JVMAX (1000). IVOYX annual gain was more profitable for investors over the last year : 3.82 vs. JVMAX (0.36). JVMAX (54.69) and IVOYX (53.07) have equivalent 5 years return.
IVOYXJVMAXIVOYX / JVMAX
Total Expense Ratio1.081.1296%
Annual Report Gross Expense Ratio1.251.13111%
Fund Existence11 years28 years-
Gain YTD10.2519.166112%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.420.58246%
Returns for 1 year3.820.361,067%
Returns for 3 years20.2419.68103%
Returns for 5 years53.0754.6997%
Returns for 10 years104.7444.49235%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SHAK137.393.67
+2.74%
Shake Shack
WINA383.202.87
+0.75%
Winmark Corp
SE157.71-0.16
-0.10%
Sea Limited
MNPR44.97-1.85
-3.95%
Monopar Therapeutics Inc
CLSD0.50-0.04
-7.74%
Clearside Biomedical