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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$19.33
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets923.32M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IVORX vs JVMRX Comparison Chart in %
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IVORX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IVORX (923M). IVORX pays higher dividends than JVMRX: IVORX (1.18) vs JVMRX (0.88). IVORX was incepted earlier than JVMRX: IVORX (11 years) vs JVMRX (14 years). IVORX (1.50) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IVORX (17.00). IVORX has a lower initial minimum investment than JVMRX: IVORX (0) vs JVMRX (1000000). IVORX annual gain was more profitable for investors over the last year : 4.24 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IVORX (51.50).
| IVORX | JVMRX | IVORX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.75 | 177% |
| Annual Report Gross Expense Ratio | 1.50 | 0.76 | 197% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.730 | 8.500 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.18 | 0.88 | 135% |
| Returns for 1 year | 4.24 | 3.59 | 118% |
| Returns for 3 years | 21.20 | 24.14 | 88% |
| Returns for 5 years | 51.50 | 63.32 | 81% |
| Returns for 10 years | 93.84 | 49.30 | 190% |
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