Interact to see
Advertisement
Advertisement
IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$18.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets794.47M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.48B
IVORX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVORX vs. JVMRX commentary
Nov 20, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. IVORX (794M). IVORX pays higher dividends than JVMRX: IVORX (1.14) vs JVMRX (0.85). IVORX was incepted earlier than JVMRX: IVORX (11 years) vs JVMRX (14 years). IVORX (1.52) 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 (-6.89) and IVORX (-6.97) have marching annual gain over last year. JVMRX return over 5 years is better than : 32.02 vs. IVORX (25.55).
| IVORX | JVMRX | IVORX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.74 | 180% |
| Annual Report Gross Expense Ratio | 1.52 | 0.75 | 203% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 5.445 | 7.721 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 23.5B | 3% |
| Annual Yield % from dividends | 1.14 | 0.85 | 134% |
| Returns for 1 year | -6.97 | -6.89 | 101% |
| Returns for 3 years | 10.63 | 12.78 | 83% |
| Returns for 5 years | 25.55 | 32.02 | 80% |
| Returns for 10 years | 93.30 | 45.75 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MYLD | 24.88 | 0.06 | +0.26% |
| Cambria Micro and Smcp Shld Yld ETF | |||
| SUSA | 134.84 | -0.94 | -0.69% |
| iShares ESG Optimized MSCI USA ETF | |||
| WCME | 17.15 | -0.13 | -0.77% |
| First Trust WCM Devpg Wld Eq ETF | |||
| FFA | 21.03 | -0.32 | -1.50% |
| First Trust Enhanced Equity Income Fund | |||
| FLJH | 38.06 | -0.73 | -1.88% |
| Franklin FTSE Japan Hedged ETF | |||