Ad is loading...
IVORX vs JVMAX
IVORX vs JVMAX Comparison
Open Charts IVORX vs JVMAX
Macquarie Mid Cap Income Opps R
Price$16.64
Change-$0.21 (-1.25%)
VolumeN/A
Net Assets869.42M
JHancock Disciplined Value Mid Cap A
Price$23.24
Change-$0.27 (-1.15%)
VolumeN/A
Net Assets19.66B
IVORX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVORX vs. JVMAX commentary
Apr 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.7B vs. IVORX (869M). IVORX pays higher dividends than JVMAX: IVORX (1.20) vs JVMAX (0.61). 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 : -7.61 vs. JVMAX (-11.24). IVORX (47.52) and JVMAX (47.12) 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 | -6.421 | -7.514 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 19.7B | 4% |
| Annual Yield % from dividends | 1.20 | 0.61 | 195% |
| Returns for 1 year | -7.61 | -11.24 | 68% |
| Returns for 3 years | -5.23 | -8.00 | 65% |
| Returns for 5 years | 47.52 | 47.12 | 101% |
| Returns for 10 years | 64.57 | 20.65 | 313% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers