Interact to see
Advertisement
Advertisement
IVOYX vs JVMRX
IVOYX vs JVMRX Comparison
Open Charts IVOYX vs JVMRX
Nomura Mid Cap Income Opps Y
Price$17.50
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets799.7M
JHancock Disciplined Value Mid Cap R6
Price$30.66
Change-$0.21 (-0.68%)
VolumeN/A
Net Assets24.58B
IVOYX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVOYX vs. JVMRX commentary
Dec 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.6B vs. IVOYX (800M). IVOYX pays higher dividends than JVMRX: IVOYX (1.36) vs JVMRX (0.83). 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 : -1.68 vs. IVOYX (-6.59). JVMRX return over 5 years is better than : 36.50 vs. IVOYX (14.33).
| 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 | -2.281 | 14.588 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 24.6B | 3% |
| Annual Yield % from dividends | 1.36 | 0.83 | 164% |
| Returns for 1 year | -6.59 | -1.68 | 393% |
| Returns for 3 years | 6.04 | 19.97 | 30% |
| Returns for 5 years | 14.33 | 36.50 | 39% |
| Returns for 10 years | 93.37 | 61.76 | 151% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement