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IVORX vs JVMAX
IVORX vs JVMAX Comparison
Open Charts IVORX vs JVMAX
Macquarie Mid Cap Income Opps R
Price$18.47
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets927.56M
JHancock Disciplined Value Mid Cap A
Price$25.98
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.45B
IVORX vs JVMAX Comparison Chart
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IVORX vs. JVMAX commentary
Jun 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 IVORX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. IVORX (928M). IVORX pays higher dividends than JVMAX: IVORX (1.17) vs JVMAX (0.60). IVORX was incepted earlier than JVMAX: IVORX (11 years) vs JVMAX (28 years). IVORX (1.50) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IVORX (17.00). IVORX has a lower initial minimum investment than JVMAX: IVORX (0) vs JVMAX (1000). IVORX annual gain was more profitable for investors over the last year : -2.84 vs. JVMAX (-4.36). JVMAX return over 5 years is better than : 36.60 vs. IVORX (32.65).
| IVORX | JVMAX | IVORX / JVMAX | |
| Total Expense Ratio | 1.33 | 1.12 | 119% |
| Annual Report Gross Expense Ratio | 1.50 | 1.13 | 133% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 2.410 | 2.164 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 21.5B | 4% |
| Annual Yield % from dividends | 1.17 | 0.60 | 197% |
| Returns for 1 year | -2.84 | -4.36 | 65% |
| Returns for 3 years | 5.31 | 4.12 | 129% |
| Returns for 5 years | 32.65 | 36.60 | 89% |
| Returns for 10 years | 83.24 | 32.42 | 257% |
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