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IVOYX vs JVMAX
IVOYX vs JVMAX Comparison
Open Charts IVOYX vs JVMAX
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 %
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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.
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.
| IVOYX | JVMAX | IVOYX / JVMAX | |
| Total Expense Ratio | 1.08 | 1.12 | 96% |
| Annual Report Gross Expense Ratio | 1.25 | 1.13 | 111% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 10.251 | 9.166 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 1.42 | 0.58 | 246% |
| Returns for 1 year | 3.82 | 0.36 | 1,067% |
| Returns for 3 years | 20.24 | 19.68 | 103% |
| Returns for 5 years | 53.07 | 54.69 | 97% |
| Returns for 10 years | 104.74 | 44.49 | 235% |
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