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IVORX vs JVMIX
IVORX vs JVMIX Comparison
Open Charts IVORX vs JVMIX
Macquarie Mid Cap Income Opps R
Price$19.46
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets898.9M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
IVORX vs JVMIX Comparison Chart in %
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IVORX vs. JVMIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IVORX (899M). IVORX pays higher dividends than JVMIX: IVORX (1.16) vs JVMIX (0.76). 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: 49.00 vs. IVORX (27.00). 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 : 1.53 vs. JVMIX (0.76). JVMIX return over 5 years is better than : 50.10 vs. IVORX (42.78).
| IVORX | JVMIX | IVORX / JVMIX | |
| Total Expense Ratio | 1.33 | 0.87 | 153% |
| Annual Report Gross Expense Ratio | 1.50 | 0.88 | 170% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 8.455 | 8.980 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 899M | 23.6B | 4% |
| Annual Yield % from dividends | 1.16 | 0.76 | 152% |
| Returns for 1 year | 1.53 | 0.76 | 202% |
| Returns for 3 years | 7.17 | 11.90 | 60% |
| Returns for 5 years | 42.78 | 50.10 | 85% |
| Returns for 10 years | 95.32 | 45.29 | 210% |
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