IVORX
Price
$19.75
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
929.13M
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
22.92B
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IVORX vs JVMAX

Header iconIVORX vs JVMAX Comparison
Open Charts IVORX vs JVMAXBanner chart's image
Macquarie Mid Cap Income Opps R
Price$19.75
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets929.13M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets22.92B
IVORX vs JVMAX Comparison Chart in %
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IVORX vs. JVMAX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.9B vs. IVORX (929M). 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 (27.00). 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 : 3.00 vs. JVMAX (-0.29). JVMAX return over 5 years is better than : 53.69 vs. IVORX (50.04).
IVORXJVMAXIVORX / JVMAX
Total Expense Ratio1.331.12119%
Annual Report Gross Expense Ratio1.501.13133%
Fund Existence11 years28 years-
Gain YTD9.6258.458114%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets929M22.9B4%
Annual Yield % from dividends1.180.58206%
Returns for 1 year3.00-0.29-1,022%
Returns for 3 years18.7518.9099%
Returns for 5 years50.0453.6993%
Returns for 10 years98.9043.55227%
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