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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$19.34
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets861.93M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
IVORX vs JVMRX Comparison Chart in %
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IVORX vs. JVMRX commentary
Oct 18, 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: 23.7B vs. IVORX (862M). IVORX pays higher dividends than JVMRX: IVORX (1.11) vs JVMRX (0.84). 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 (-5.21) and IVORX (-5.36) have marching annual gain over last year. JVMRX return over 5 years is better than : 47.28 vs. IVORX (36.61).
| 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 | 7.792 | 9.354 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 23.7B | 4% |
| Annual Yield % from dividends | 1.11 | 0.84 | 133% |
| Returns for 1 year | -5.36 | -5.21 | 103% |
| Returns for 3 years | 23.08 | 25.07 | 92% |
| Returns for 5 years | 36.61 | 47.28 | 77% |
| Returns for 10 years | 97.42 | 51.73 | 188% |
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