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IVORX vs JVMSX
IVORX vs JVMSX Comparison
Open Charts IVORX vs JVMSX
Macquarie Mid Cap Income Opps R
Price$19.75
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets930.38M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
IVORX vs JVMSX Comparison Chart in %
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IVORX vs. JVMSX commentary
Jul 27, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. IVORX (930M). IVORX pays higher dividends than JVMSX: IVORX (1.18) vs JVMSX (0.42). IVORX was incepted earlier than JVMSX: IVORX (11 years) vs JVMSX (13 years). IVORX (1.50) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IVORX (27.00). IVORX (0) and JVMSX (0) have matching initial minimum investment requirements. IVORX annual gain was more profitable for investors over the last year : 3.42 vs. JVMSX (0.75). JVMSX return over 5 years is better than : 55.91 vs. IVORX (50.65).
| IVORX | JVMSX | IVORX / JVMSX | |
| Total Expense Ratio | 1.33 | 1.25 | 106% |
| Annual Report Gross Expense Ratio | 1.50 | 1.26 | 119% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 10.071 | 9.064 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 23.1B | 4% |
| Annual Yield % from dividends | 1.18 | 0.42 | 283% |
| Returns for 1 year | 3.42 | 0.75 | 453% |
| Returns for 3 years | 19.24 | 20.42 | 94% |
| Returns for 5 years | 50.65 | 55.91 | 91% |
| Returns for 10 years | 99.71 | 46.42 | 215% |
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