IVORX
Price
$19.33
Change
+$0.06 (+0.31%)
Updated
Jul 3 closing price
Net Assets
923.32M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IVORX vs JVMSX

Header iconIVORX vs JVMSX Comparison
Open Charts IVORX vs JVMSXBanner 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 R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IVORX vs JVMSX Comparison Chart in %
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IVORX vs. JVMSX 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 JVMSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. IVORX (923M). 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: 47.00 vs. IVORX (17.00). IVORX (0) and JVMSX (0) have matching initial minimum investment requirements. IVORX annual gain was more profitable for investors over the last year : 4.24 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. IVORX (51.50).
IVORXJVMSXIVORX / JVMSX
Total Expense Ratio1.331.25106%
Annual Report Gross Expense Ratio1.501.26119%
Fund Existence11 years13 years-
Gain YTD7.7308.20694%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets923M22.6B4%
Annual Yield % from dividends1.180.42283%
Returns for 1 year4.243.00141%
Returns for 3 years21.2022.7793%
Returns for 5 years51.5060.5285%
Returns for 10 years93.8444.56211%
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