IVORX
Price
$19.75
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMIX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
Interact to see
Advertisement

IVORX vs JVMIX

Header iconIVORX vs JVMIX Comparison
Open Charts IVORX vs JVMIXBanner 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 I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IVORX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IVORX vs. JVMIX 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 JVMIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. IVORX (930M). 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: 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 : 3.42 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. IVORX (50.65).
IVORXJVMIXIVORX / JVMIX
Total Expense Ratio1.330.87153%
Annual Report Gross Expense Ratio1.500.88170%
Fund Existence11 years28 years-
Gain YTD10.0719.314108%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.180.78152%
Returns for 1 year3.421.20284%
Returns for 3 years19.2421.4790%
Returns for 5 years50.6558.0787%
Returns for 10 years99.7150.28198%
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 %
JHS11.290.02
+0.18%
John Hancock Income Securities Trust Capital Stock
XBI87.610.12
+0.14%
SPDR® S&P Biotech ETF
FTBD49.200.06
+0.12%
Fidelity Tactical Bond ETF
CHW7.21N/A
N/A
Calamos Global Dynamic Income Fund
DVQQ24.66N/A
N/A
WEBs Defined Volatility QQQ ETF