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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$16.64
Change-$0.21 (-1.25%)
VolumeN/A
Net Assets869.42M
JHancock Disciplined Value Mid Cap R6
Price$24.66
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets19.66B
IVORX vs JVMRX Comparison Chart
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IVORX vs. JVMRX commentary
Apr 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 Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.7B vs. IVORX (869M). IVORX pays higher dividends than JVMRX: IVORX (1.20) vs JVMRX (0.94). 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). IVORX annual gain was more profitable for investors over the last year : -7.61 vs. JVMRX (-10.38). JVMRX return over 5 years is better than : 50.77 vs. IVORX (47.52).
| 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 | -6.421 | -7.424 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 19.7B | 4% |
| Annual Yield % from dividends | 1.20 | 0.94 | 128% |
| Returns for 1 year | -7.61 | -10.38 | 73% |
| Returns for 3 years | -5.23 | -6.40 | 82% |
| Returns for 5 years | 47.52 | 50.77 | 94% |
| Returns for 10 years | 64.57 | 26.22 | 246% |
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