IVORX
Price
$19.33
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVORX vs JVMRX

Header iconIVORX vs JVMRX Comparison
Open Charts IVORX vs JVMRXBanner chart's image
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.

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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).
IVORXJVMRXIVORX / JVMRX
Total Expense Ratio1.330.75177%
Annual Report Gross Expense Ratio1.500.76197%
Fund Existence11 years14 years-
Gain YTD7.7308.50091%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.180.88135%
Returns for 1 year4.243.59118%
Returns for 3 years21.2024.1488%
Returns for 5 years51.5063.3281%
Returns for 10 years93.8449.30190%
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