Interact to see
Advertisement
Advertisement
IVORX vs JVMRX
IVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRX
Nomura Mid Cap Income Opps R
Price$17.04
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets787.56M
JHancock Disciplined Value Mid Cap R6
Price$30.36
Change+$0.28 (+0.93%)
VolumeN/A
Net Assets24.51B
IVORX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVORX vs. JVMRX commentary
Dec 04, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.5B vs. IVORX (788M). IVORX pays higher dividends than JVMRX: IVORX (1.13) vs JVMRX (0.83). 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 : -5.80 vs. IVORX (-7.90). JVMRX return over 5 years is better than : 33.99 vs. IVORX (26.02).
| 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 | 7.904 | 12.138 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 24.5B | 3% |
| Annual Yield % from dividends | 1.13 | 0.83 | 136% |
| Returns for 1 year | -7.90 | -5.80 | 136% |
| Returns for 3 years | 13.84 | 14.73 | 94% |
| Returns for 5 years | 26.02 | 33.99 | 77% |
| Returns for 10 years | 99.89 | 51.15 | 195% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement