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IVORX vs JVMIX
IVORX vs JVMIX Comparison
Open Charts IVORX vs JVMIX
Macquarie Mid Cap Income Opps R
Price$19.42
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets818.87M
JHancock Disciplined Value Mid Cap I
Price$29.98
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
IVORX vs JVMIX Comparison Chart in %
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IVORX vs. JVMIX commentary
Nov 14, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IVORX (819M). IVORX pays higher dividends than JVMIX: IVORX (1.14) vs JVMIX (0.75). IVORX was incepted earlier than JVMIX: IVORX (11 years) vs JVMIX (28 years). IVORX (1.52) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IVORX (27.00). IVORX has a lower initial minimum investment than JVMIX: IVORX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -5.45 vs. IVORX (-5.77). JVMIX return over 5 years is better than : 38.17 vs. IVORX (31.53).
| IVORX | JVMIX | IVORX / JVMIX | |
| Total Expense Ratio | 1.33 | 0.85 | 156% |
| Annual Report Gross Expense Ratio | 1.52 | 0.86 | 177% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.519 | 11.243 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 24.2B | 3% |
| Annual Yield % from dividends | 1.14 | 0.75 | 152% |
| Returns for 1 year | -5.77 | -5.45 | 106% |
| Returns for 3 years | 13.21 | 15.30 | 86% |
| Returns for 5 years | 31.53 | 38.17 | 83% |
| Returns for 10 years | 104.14 | 54.29 | 192% |
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