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IVORX vs JVMAX
IVORX vs JVMAX Comparison
Open Charts IVORX vs JVMAX
Macquarie Mid Cap Income Opps R
Price$17.68
Change+$0.15 (+0.86%)
VolumeN/A
Net Assets895.17M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
IVORX vs JVMAX Comparison Chart
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IVORX vs. JVMAX commentary
May 09, 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: 20.6B vs. IVORX (895M). IVORX pays higher dividends than JVMAX: IVORX (1.24) vs JVMAX (0.63). 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 : -6.02 vs. JVMAX (-8.80). JVMAX (49.78) and IVORX (47.57) have equivalent 5 years return.
| 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 | -1.811 | -2.360 | 77% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 20.6B | 4% |
| Annual Yield % from dividends | 1.24 | 0.63 | 196% |
| Returns for 1 year | -6.02 | -8.80 | 68% |
| Returns for 3 years | 4.05 | 4.03 | 101% |
| Returns for 5 years | 47.57 | 49.78 | 96% |
| Returns for 10 years | 74.41 | 26.12 | 285% |
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