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IVORX vs JVMSX
IVORX vs JVMSX Comparison
Open Charts IVORX vs JVMSX
Macquarie Mid Cap Income Opps R
Price$19.34
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets861.93M
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.74B
IVORX vs JVMSX Comparison Chart in %
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IVORX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. IVORX (862M). IVORX pays higher dividends than JVMSX: IVORX (1.11) vs JVMSX (0.40). IVORX was incepted earlier than JVMSX: IVORX (11 years) vs JVMSX (14 years). IVORX (1.52) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVORX (27.00). IVORX (0) and JVMSX (0) have matching initial minimum investment requirements. IVORX annual gain was more profitable for investors over the last year : -5.36 vs. JVMSX (-5.69). JVMSX return over 5 years is better than : 44.83 vs. IVORX (36.61).
| IVORX | JVMSX | IVORX / JVMSX | |
| Total Expense Ratio | 1.33 | 1.24 | 107% |
| Annual Report Gross Expense Ratio | 1.52 | 1.25 | 122% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.792 | 8.952 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 23.7B | 4% |
| Annual Yield % from dividends | 1.11 | 0.40 | 279% |
| Returns for 1 year | -5.36 | -5.69 | 94% |
| Returns for 3 years | 23.08 | 23.78 | 97% |
| Returns for 5 years | 36.61 | 44.83 | 82% |
| Returns for 10 years | 97.42 | 46.99 | 207% |
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