Interact to see
Advertisement
Advertisement
IVOYX vs JVMIX
IVOYX vs JVMIX Comparison
Open Charts IVOYX vs JVMIX
Macquarie Mid Cap Income Opps Y
Price$19.76
Change+$0.16 (+0.82%)
VolumeN/A
Net Assets903.24M
JHancock Disciplined Value Mid Cap I
Price$29.52
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.55B
IVOYX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOYX vs. JVMIX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. IVOYX (903M). IVOYX pays higher dividends than JVMIX: IVOYX (1.39) vs JVMIX (0.76). 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 : 1.78 vs. JVMIX (0.25). JVMIX return over 5 years is better than : 54.10 vs. IVOYX (48.39).
| 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 | 9.421 | 9.536 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 23.5B | 4% |
| Annual Yield % from dividends | 1.39 | 0.76 | 183% |
| Returns for 1 year | 1.78 | 0.25 | 716% |
| Returns for 3 years | 10.82 | 14.26 | 76% |
| Returns for 5 years | 48.39 | 54.10 | 89% |
| Returns for 10 years | 111.89 | 54.28 | 206% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SLYV | 85.29 | 0.43 | +0.51% |
| SPDR® S&P 600 Small Cap Value ETF | |||
| USDX | 25.74 | N/A | N/A |
| SGI Enhanced Core ETF | |||
| MYCN | 24.54 | N/A | N/A |
| SPDR SSGA My2034 Corporate Bond ETF | |||
| DGRE | 27.98 | -0.16 | -0.55% |
| WisdomTree Emerging Mkts Qual Div Gr ETF | |||
| RNRG | 10.06 | -0.06 | -0.58% |
| Global X Renewable Energy Producers ETF | |||