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IVOYX vs JVMIX
IVOYX vs JVMIX Comparison
Open Charts IVOYX vs JVMIX
Macquarie Mid Cap Income Opps Y
Price$19.42
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets811.96M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IVOYX vs JVMIX Comparison Chart in %
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IVOYX vs. JVMIX commentary
Nov 14, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IVOYX (812M). IVOYX pays higher dividends than JVMIX: IVOYX (1.37) vs JVMIX (0.75). IVOYX was incepted earlier than JVMIX: IVOYX (11 years) vs JVMIX (28 years). IVOYX (1.27) is less costly to investors than JVMIX (0.86). 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 : -5.48 vs. JVMIX (-6.53). JVMIX return over 5 years is better than : 36.37 vs. IVOYX (33.56).
| IVOYX | JVMIX | IVOYX / JVMIX | |
| Total Expense Ratio | 1.08 | 0.85 | 127% |
| Annual Report Gross Expense Ratio | 1.27 | 0.86 | 148% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.774 | 9.796 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 24.2B | 3% |
| Annual Yield % from dividends | 1.37 | 0.75 | 182% |
| Returns for 1 year | -5.48 | -6.53 | 84% |
| Returns for 3 years | 14.21 | 15.24 | 93% |
| Returns for 5 years | 33.56 | 36.37 | 92% |
| Returns for 10 years | 109.62 | 50.51 | 217% |
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