IVORX
Price
$19.33
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMAX
Price
$27.53
Change
+$0.18 (+0.66%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVORX vs JVMAX

Header iconIVORX vs JVMAX Comparison
Open Charts IVORX vs JVMAXBanner chart's image
Macquarie Mid Cap Income Opps R
Price$19.33
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
IVORX vs JVMAX Comparison Chart in %
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IVORX vs. JVMAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. IVORX (923M). 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: 47.00 vs. IVORX (17.00). 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 : 4.24 vs. JVMAX (2.59). JVMAX return over 5 years is better than : 59.32 vs. IVORX (51.50).
IVORXJVMAXIVORX / JVMAX
Total Expense Ratio1.331.12119%
Annual Report Gross Expense Ratio1.501.13133%
Fund Existence11 years28 years-
Gain YTD7.7308.30193%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.180.58206%
Returns for 1 year4.242.59164%
Returns for 3 years21.2022.0096%
Returns for 5 years51.5059.3287%
Returns for 10 years93.8442.63220%
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