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IVORX vs JVMSX
IVORX vs JVMSX Comparison
Open Charts IVORX vs JVMSX
Macquarie Mid Cap Income Opps R
Price$18.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets794.47M
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.48B
IVORX vs JVMSX Comparison Chart in %
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IVORX vs. JVMSX commentary
Nov 20, 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: 23.5B vs. IVORX (794M). IVORX pays higher dividends than JVMSX: IVORX (1.14) vs JVMSX (0.41). 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 : -6.97 vs. JVMSX (-7.41). JVMSX return over 5 years is better than : 29.76 vs. IVORX (25.55).
| 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 | 5.445 | 7.236 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 23.5B | 3% |
| Annual Yield % from dividends | 1.14 | 0.41 | 281% |
| Returns for 1 year | -6.97 | -7.41 | 94% |
| Returns for 3 years | 10.63 | 11.53 | 92% |
| Returns for 5 years | 25.55 | 29.76 | 86% |
| Returns for 10 years | 93.30 | 41.20 | 226% |
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