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IVORX vs JVMAX
IVORX vs JVMAX Comparison
Open Charts IVORX vs JVMAX
Delaware Ivy Mid Cap Income Opps R
Price$18.19
Change+$0.20 (+1.11%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.64
Change+$0.32 (+1.13%)
VolumeN/A
CapitalizationN/A
IVORX vs JVMAX Comparison Chart
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IVORX vs. JVMAX commentary
Dec 23, 2024
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: 20.3B vs. IVORX (1.07B). IVORX pays higher dividends than JVMAX: IVORX (1.49) vs JVMAX (0.67). IVORX was incepted earlier than JVMAX: IVORX (10 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. IVORX (29.00). 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 : 0.48 vs. JVMAX (-0.72). IVORX return over 5 years is better than : 23.16 vs. JVMAX (21.41).
| IVORX | JVMAX | IVORX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 0.038 | -1.441 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 20.3B | 5% |
| Annual Yield % from dividends | 1.49 | 0.67 | 223% |
| Returns for 1 year | 0.48 | -0.72 | -66% |
| Returns for 3 years | -2.49 | 1.07 | -232% |
| Returns for 5 years | 23.16 | 21.41 | 108% |
| Returns for 10 years | 80.34 | 34.67 | 232% |
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