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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$19.27
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets915.7M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
IVORX vs JVMRX Comparison Chart in %
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IVORX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.3B vs. IVORX (916M). IVORX pays higher dividends than JVMRX: IVORX (1.18) vs JVMRX (0.88). IVORX was incepted earlier than JVMRX: IVORX (11 years) vs JVMRX (14 years). IVORX (1.50) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVORX (17.00). IVORX has a lower initial minimum investment than JVMRX: IVORX (0) vs JVMRX (1000000). IVORX annual gain was more profitable for investors over the last year : 4.08 vs. JVMRX (2.57). JVMRX return over 5 years is better than : 61.42 vs. IVORX (51.03).
| IVORX | JVMRX | IVORX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.75 | 177% |
| Annual Report Gross Expense Ratio | 1.50 | 0.76 | 197% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.396 | 7.238 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 22.3B | 4% |
| Annual Yield % from dividends | 1.18 | 0.88 | 135% |
| Returns for 1 year | 4.08 | 2.57 | 159% |
| Returns for 3 years | 20.82 | 22.70 | 92% |
| Returns for 5 years | 51.03 | 61.42 | 83% |
| Returns for 10 years | 92.70 | 46.92 | 198% |
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