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IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
Nomura Mid Cap Income Opps Y
Price$18.05
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets796.93M
JHancock Disciplined Value Mid Cap R6
Price$28.79
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
IVOYX vs JVMRX Comparison Chart in %
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IVOYX vs. JVMRX commentary
Jan 15, 2026
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.7B vs. IVOYX (797M). IVOYX pays higher dividends than JVMRX: IVOYX (2.36) vs JVMRX (0.85). IVOYX was incepted earlier than JVMRX: IVOYX (11 years) vs JVMRX (14 years). IVOYX (1.27) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVOYX (27.00). IVOYX has a lower initial minimum investment than JVMRX: IVOYX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 6.31 vs. IVOYX (-0.38). JVMRX return over 5 years is better than : 22.57 vs. IVOYX (12.31).
| IVOYX | JVMRX | IVOYX / JVMRX | |
| Total Expense Ratio | 1.08 | 0.74 | 146% |
| Annual Report Gross Expense Ratio | 1.27 | 0.75 | 169% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 5.432 | 4.843 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 24.7B | 3% |
| Annual Yield % from dividends | 2.36 | 0.85 | 276% |
| Returns for 1 year | -0.38 | 6.31 | -6% |
| Returns for 3 years | 7.63 | 15.11 | 51% |
| Returns for 5 years | 12.31 | 22.57 | 55% |
| Returns for 10 years | 111.46 | 76.30 | 146% |
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