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IVORX vs JVMSX
IVORX vs JVMSX Comparison
Open Charts IVORX vs JVMSX
Macquarie Mid Cap Income Opps R
Price$19.52
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets896.03M
JHancock Disciplined Value Mid Cap R2
Price$29.56
Change-$0.24 (-0.81%)
VolumeN/A
Net Assets24.2B
IVORX vs JVMSX Comparison Chart in %
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IVORX vs. JVMSX commentary
Sep 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 Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. IVORX (896M). IVORX pays higher dividends than JVMSX: IVORX (1.13) vs JVMSX (0.40). IVORX was incepted earlier than JVMSX: IVORX (11 years) vs JVMSX (14 years). IVORX (1.50) 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. JVMSX annual gain was more profitable for investors over the last year : -0.66 vs. IVORX (-1.09). JVMSX return over 5 years is better than : 59.40 vs. IVORX (51.58).
| IVORX | JVMSX | IVORX / JVMSX | |
| Total Expense Ratio | 1.33 | 1.24 | 107% |
| Annual Report Gross Expense Ratio | 1.50 | 1.25 | 120% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 10.307 | 11.153 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 24.2B | 4% |
| Annual Yield % from dividends | 1.13 | 0.40 | 280% |
| Returns for 1 year | -1.09 | -0.66 | 166% |
| Returns for 3 years | 29.53 | 33.20 | 89% |
| Returns for 5 years | 51.58 | 59.40 | 87% |
| Returns for 10 years | 118.06 | 60.96 | 194% |
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