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IVORX vs JVMIX
IVORX vs JVMIX Comparison
Open Charts IVORX vs JVMIX
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.
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).
| 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 | 7.730 | 8.423 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.18 | 0.78 | 152% |
| Returns for 1 year | 4.24 | 3.45 | 123% |
| Returns for 3 years | 21.20 | 23.84 | 89% |
| Returns for 5 years | 51.50 | 62.76 | 82% |
| Returns for 10 years | 93.84 | 48.34 | 194% |
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