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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.07M
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
IVORX vs JVMRX Comparison Chart in %
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IVORX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. IVORX (906M). IVORX pays higher dividends than JVMRX: IVORX (1.13) vs JVMRX (0.84). IVORX was incepted earlier than JVMRX: IVORX (11 years) vs JVMRX (14 years). IVORX (1.50) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVORX (27.00). IVORX has a lower initial minimum investment than JVMRX: IVORX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.98 vs. IVORX (2.40). JVMRX return over 5 years is better than : 55.35 vs. IVORX (44.59).
| IVORX | JVMRX | IVORX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.74 | 180% |
| Annual Report Gross Expense Ratio | 1.50 | 0.75 | 200% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 11.130 | 12.027 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 24.3B | 4% |
| Annual Yield % from dividends | 1.13 | 0.84 | 134% |
| Returns for 1 year | 2.40 | 2.98 | 81% |
| Returns for 3 years | 21.09 | 25.16 | 84% |
| Returns for 5 years | 44.59 | 55.35 | 81% |
| Returns for 10 years | 108.85 | 59.50 | 183% |
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