Interact to see
Advertisement
Advertisement
IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$19.75
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets929.13M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets22.92B
IVORX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVORX vs. JVMRX commentary
Jul 26, 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: 22.9B vs. IVORX (929M). 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 (27.00). 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 : 3.00 vs. JVMRX (0.66). JVMRX return over 5 years is better than : 57.59 vs. IVORX (50.04).
| 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 | 9.625 | 8.686 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 22.9B | 4% |
| Annual Yield % from dividends | 1.18 | 0.88 | 135% |
| Returns for 1 year | 3.00 | 0.66 | 455% |
| Returns for 3 years | 18.75 | 20.98 | 89% |
| Returns for 5 years | 50.04 | 57.59 | 87% |
| Returns for 10 years | 98.90 | 50.21 | 197% |