IVORX
Price
$19.75
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMAX
Price
$27.75
Change
+$0.18 (+0.65%)
Updated
Jul 25 closing price
Net Assets
23.06B
Interact to see
Advertisement

IVORX vs JVMAX

Header iconIVORX vs JVMAX Comparison
Open Charts IVORX vs JVMAXBanner chart's image
Macquarie Mid Cap Income Opps R
Price$19.75
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap A
Price$27.75
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets23.06B
IVORX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IVORX vs. JVMAX commentary
Jul 27, 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 JVMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IVORX (930M). IVORX pays higher dividends than JVMAX: IVORX (1.18) vs JVMAX (0.58). IVORX was incepted earlier than JVMAX: IVORX (11 years) vs JVMAX (28 years). IVORX (1.50) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IVORX (27.00). IVORX has a lower initial minimum investment than JVMAX: IVORX (0) vs JVMAX (1000). IVORX annual gain was more profitable for investors over the last year : 3.42 vs. JVMAX (0.36). JVMAX return over 5 years is better than : 54.69 vs. IVORX (50.65).
IVORXJVMAXIVORX / JVMAX
Total Expense Ratio1.331.12119%
Annual Report Gross Expense Ratio1.501.13133%
Fund Existence11 years28 years-
Gain YTD10.0719.166110%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.180.58206%
Returns for 1 year3.420.36956%
Returns for 3 years19.2419.6898%
Returns for 5 years50.6554.6993%
Returns for 10 years99.7144.49224%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AIRR88.542.73
+3.18%
First Trust RBA Amer Indl RenaisTM ETF
APLY13.300.10
+0.76%
YieldMax AAPL Option Income Strategy ETF
ZFEB24.590.02
+0.10%
Innovator Equity Defined Prt ETF -1YrFeb
GXUS50.69N/A
N/A
Goldman Sachs MarketBeta(R) Ttl IntEqETF
PXJ25.72-0.25
-0.96%
Invesco Oil & Gas Services ETF