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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$19.46
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets902.17M
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
IVORX vs JVMRX Comparison Chart in %
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IVORX vs. JVMRX commentary
Aug 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. IVORX (902M). IVORX pays higher dividends than JVMRX: IVORX (1.16) vs JVMRX (0.86). 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 : 1.53 vs. JVMRX (0.87). JVMRX return over 5 years is better than : 50.62 vs. IVORX (42.78).
| 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 | 8.455 | 9.057 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 23.6B | 4% |
| Annual Yield % from dividends | 1.16 | 0.86 | 135% |
| Returns for 1 year | 1.53 | 0.87 | 177% |
| Returns for 3 years | 7.17 | 12.17 | 59% |
| Returns for 5 years | 42.78 | 50.62 | 85% |
| Returns for 10 years | 95.32 | 46.16 | 206% |
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