Interact to see
Advertisement
Advertisement
IVOYX vs JVMIX
IVOYX vs JVMIX Comparison
Open Charts IVOYX vs JVMIX
Macquarie Mid Cap Income Opps Y
Price$19.91
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IVOYX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOYX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. IVOYX (930M). IVOYX pays higher dividends than JVMIX: IVOYX (1.42) vs JVMIX (0.78). IVOYX was incepted earlier than JVMIX: IVOYX (11 years) vs JVMIX (28 years). IVOYX (1.25) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (27.00). IVOYX has a lower initial minimum investment than JVMIX: IVOYX (0) vs JVMIX (250000). IVOYX annual gain was more profitable for investors over the last year : 3.82 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. IVOYX (53.07).
| IVOYX | JVMIX | IVOYX / JVMIX | |
| Total Expense Ratio | 1.08 | 0.87 | 124% |
| Annual Report Gross Expense Ratio | 1.25 | 0.88 | 142% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 10.251 | 9.314 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 1.42 | 0.78 | 182% |
| Returns for 1 year | 3.82 | 1.20 | 317% |
| Returns for 3 years | 20.24 | 21.47 | 94% |
| Returns for 5 years | 53.07 | 58.07 | 91% |
| Returns for 10 years | 104.74 | 50.28 | 208% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers