IVOYX
Price
$19.47
Change
+$0.05 (+0.26%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVOYX vs JVMAX

Header iconIVOYX vs JVMAX Comparison
Open Charts IVOYX vs JVMAXBanner chart's image
Macquarie Mid Cap Income Opps Y
Price$19.47
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
IVOYX vs JVMAX Comparison Chart in %
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IVOYX vs. JVMAX 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 IVOYX is a StrongBuy and JVMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. IVOYX (923M). 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: 47.00 vs. IVOYX (17.00). 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 : 4.53 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. IVOYX (53.89).
IVOYXJVMAXIVOYX / JVMAX
Total Expense Ratio1.081.1296%
Annual Report Gross Expense Ratio1.251.13111%
Fund Existence11 years28 years-
Gain YTD7.8158.30194%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.420.58246%
Returns for 1 year4.532.59175%
Returns for 3 years22.1722.00101%
Returns for 5 years53.8959.3291%
Returns for 10 years98.7342.63232%
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