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IVOYX vs JVMIX
IVOYX vs JVMIX Comparison
Open Charts IVOYX vs JVMIX
Macquarie Mid Cap Income Opps Y
Price$19.47
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IVOYX vs JVMIX Comparison Chart in %
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IVOYX vs. JVMIX 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 JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. IVOYX (923M). 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: 47.00 vs. IVOYX (17.00). 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 : 4.53 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. IVOYX (53.89).
| 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 | 7.815 | 8.423 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.42 | 0.78 | 182% |
| Returns for 1 year | 4.53 | 3.45 | 131% |
| Returns for 3 years | 22.17 | 23.84 | 93% |
| Returns for 5 years | 53.89 | 62.76 | 86% |
| Returns for 10 years | 98.73 | 48.34 | 204% |
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