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IVORX vs JVMAX
IVORX vs JVMAX Comparison
Open Charts IVORX vs JVMAX
Macquarie Mid Cap Income Opps R
Price$19.27
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets915.7M
JHancock Disciplined Value Mid Cap A
Price$27.35
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets22.34B
IVORX vs JVMAX Comparison Chart in %
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IVORX vs. JVMAX commentary
Jul 03, 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 StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.3B vs. IVORX (916M). IVORX pays higher dividends than JVMAX: IVORX (1.18) vs JVMAX (0.58). 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: 49.00 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 : 4.08 vs. JVMAX (1.58). JVMAX return over 5 years is better than : 57.47 vs. IVORX (51.03).
| 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 | 7.396 | 7.042 | 105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 22.3B | 4% |
| Annual Yield % from dividends | 1.18 | 0.58 | 206% |
| Returns for 1 year | 4.08 | 1.58 | 258% |
| Returns for 3 years | 20.82 | 20.58 | 101% |
| Returns for 5 years | 51.03 | 57.47 | 89% |
| Returns for 10 years | 92.70 | 40.40 | 229% |
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