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IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Macquarie Mid Cap Income Opps R
Price$19.42
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets818.87M
JHancock Disciplined Value Mid Cap R6
Price$30.00
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.16B
IVORX vs JVMRX Comparison Chart in %
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IVORX vs. JVMRX commentary
Nov 14, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IVORX (819M). IVORX pays higher dividends than JVMRX: IVORX (1.14) vs JVMRX (0.85). IVORX was incepted earlier than JVMRX: IVORX (11 years) vs JVMRX (14 years). IVORX (1.52) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IVORX (27.00). IVORX has a lower initial minimum investment than JVMRX: IVORX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -5.34 vs. IVORX (-5.77). JVMRX return over 5 years is better than : 38.63 vs. IVORX (31.53).
| IVORX | JVMRX | IVORX / JVMRX | |
| Total Expense Ratio | 1.33 | 0.74 | 180% |
| Annual Report Gross Expense Ratio | 1.52 | 0.75 | 203% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 8.519 | 11.359 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 24.2B | 3% |
| Annual Yield % from dividends | 1.14 | 0.85 | 134% |
| Returns for 1 year | -5.77 | -5.34 | 108% |
| Returns for 3 years | 13.21 | 15.57 | 85% |
| Returns for 5 years | 31.53 | 38.63 | 82% |
| Returns for 10 years | 104.14 | 55.27 | 188% |
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