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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$18.03
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets911.61M
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.3B
IVORX vs JVMRX Comparison Chart
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IVORX vs. JVMRX commentary
May 24, 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: 21.3B vs. IVORX (912M). IVORX pays higher dividends than JVMRX: IVORX (1.24) vs JVMRX (0.96). 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: 47.00 vs. IVORX (17.00). 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 : -5.76 vs. IVORX (-6.19). JVMRX return over 5 years is better than : 59.16 vs. IVORX (46.91).
| 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 | -0.090 | 1.299 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 21.3B | 4% |
| Annual Yield % from dividends | 1.24 | 0.96 | 128% |
| Returns for 1 year | -6.19 | -5.76 | 107% |
| Returns for 3 years | 7.34 | 9.17 | 80% |
| Returns for 5 years | 46.91 | 59.16 | 79% |
| Returns for 10 years | 75.38 | 34.68 | 217% |
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