IVORX
Price
$19.33
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVORX vs JVMIX

Header iconIVORX vs JVMIX Comparison
Open Charts IVORX vs JVMIXBanner 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 I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IVORX vs JVMIX Comparison Chart in %
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IVORX vs. JVMIX 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 JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. IVORX (923M). IVORX pays higher dividends than JVMIX: IVORX (1.18) vs JVMIX (0.78). IVORX was incepted earlier than JVMIX: IVORX (11 years) vs JVMIX (28 years). IVORX (1.50) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. IVORX (17.00). IVORX has a lower initial minimum investment than JVMIX: IVORX (0) vs JVMIX (250000). IVORX annual gain was more profitable for investors over the last year : 4.24 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. IVORX (51.50).
IVORXJVMIXIVORX / JVMIX
Total Expense Ratio1.330.87153%
Annual Report Gross Expense Ratio1.500.88170%
Fund Existence11 years28 years-
Gain YTD7.7308.42392%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.180.78152%
Returns for 1 year4.243.45123%
Returns for 3 years21.2023.8489%
Returns for 5 years51.5062.7682%
Returns for 10 years93.8448.34194%
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