IVOYX
Price
$19.47
Change
+$0.05 (+0.26%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

IVOYX vs JVMRX

Header iconIVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRXBanner chart's image
Macquarie Mid Cap Income Opps Y
Price$19.47
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IVOYX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IVOYX vs. JVMRX 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 JVMRX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IVOYX (923M). IVOYX pays higher dividends than JVMRX: IVOYX (1.42) vs JVMRX (0.88). IVOYX was incepted earlier than JVMRX: IVOYX (11 years) vs JVMRX (14 years). IVOYX (1.25) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVOYX (17.00). IVOYX has a lower initial minimum investment than JVMRX: IVOYX (0) vs JVMRX (1000000). IVOYX annual gain was more profitable for investors over the last year : 4.53 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IVOYX (53.89).
IVOYXJVMRXIVOYX / JVMRX
Total Expense Ratio1.080.75144%
Annual Report Gross Expense Ratio1.250.76164%
Fund Existence11 years14 years-
Gain YTD7.8158.50092%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.420.88161%
Returns for 1 year4.533.59126%
Returns for 3 years22.1724.1492%
Returns for 5 years53.8963.3285%
Returns for 10 years98.7349.30200%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
COMM8.670.36
+4.33%
CommScope Holding Company
PDFS22.990.39
+1.73%
PDF Solutions
ETN362.224.03
+1.13%
Eaton Corp
PEPG1.220.01
+0.83%
PepGen
HOG25.530.10
+0.39%
Harley-Davidson