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IVORX vs JVMSX
IVORX vs JVMSX Comparison
Open Charts IVORX vs JVMSX
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.
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).
| 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 | 7.730 | 8.206 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 923M | 22.6B | 4% |
| Annual Yield % from dividends | 1.18 | 0.42 | 283% |
| Returns for 1 year | 4.24 | 3.00 | 141% |
| Returns for 3 years | 21.20 | 22.77 | 93% |
| Returns for 5 years | 51.50 | 60.52 | 85% |
| Returns for 10 years | 93.84 | 44.56 | 211% |
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