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IVORX vs JVMCX
IVORX vs JVMCX Comparison
Open Charts IVORX vs JVMCX
Macquarie Mid Cap Income Opps R
Price$19.46
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets902.17M
JHancock Disciplined Value Mid Cap C
Price$27.41
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets23.76B
IVORX vs JVMCX Comparison Chart in %
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IVORX vs. JVMCX commentary
Aug 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.8B vs. IVORX (902M). IVORX pays higher dividends than JVMCX: IVORX (1.16) vs JVMCX (0.00). IVORX was incepted earlier than JVMCX: IVORX (11 years) vs JVMCX (14 years). JVMCX (1.88) 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 : 1.53 vs. JVMCX (-0.11). JVMCX (44.48) and IVORX (42.78) have equivalent 5 years return.
| IVORX | JVMCX | IVORX / JVMCX | |
| Total Expense Ratio | 1.33 | 1.87 | 71% |
| Annual Report Gross Expense Ratio | 1.50 | 1.88 | 80% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.455 | 9.170 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 23.8B | 4% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 1.53 | -0.11 | -1,412% |
| Returns for 3 years | 7.17 | 9.40 | 76% |
| Returns for 5 years | 42.78 | 44.48 | 96% |
| Returns for 10 years | 95.32 | 33.90 | 281% |
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