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IVORX vs JVMCX
IVORX vs JVMCX Comparison
Open Charts IVORX vs JVMCX
Macquarie Mid Cap Income Opps R
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.07M
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.3B
IVORX vs JVMCX Comparison Chart in %
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IVORX vs. JVMCX commentary
Sep 06, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. IVORX (906M). IVORX pays higher dividends than JVMCX: IVORX (1.13) vs JVMCX (0.00). IVORX was incepted earlier than JVMCX: IVORX (11 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than IVORX (1.50). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IVORX (27.00). IVORX has a lower initial minimum investment than JVMCX: IVORX (0) vs JVMCX (1000). IVORX annual gain was more profitable for investors over the last year : 2.40 vs. JVMCX (1.15). JVMCX return over 5 years is better than : 47.92 vs. IVORX (44.59).
| IVORX | JVMCX | IVORX / JVMCX | |
| Total Expense Ratio | 1.33 | 1.85 | 72% |
| Annual Report Gross Expense Ratio | 1.50 | 1.86 | 81% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.130 | 11.186 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 24.3B | 4% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | 2.40 | 1.15 | 209% |
| Returns for 3 years | 21.09 | 21.16 | 100% |
| Returns for 5 years | 44.59 | 47.92 | 93% |
| Returns for 10 years | 108.85 | 44.95 | 242% |
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