IVORX
Price
$19.75
Change
+$0.08 (+0.41%)
Updated
Jul 25 closing price
Net Assets
930.38M
JVMSX
Price
$29.24
Change
+$0.18 (+0.62%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$19.75
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.

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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).
IVORXJVMSXIVORX / JVMSX
Total Expense Ratio1.331.25106%
Annual Report Gross Expense Ratio1.501.26119%
Fund Existence11 years13 years-
Gain YTD10.0719.064111%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets930M23.1B4%
Annual Yield % from dividends1.180.42283%
Returns for 1 year3.420.75453%
Returns for 3 years19.2420.4294%
Returns for 5 years50.6555.9191%
Returns for 10 years99.7146.42215%
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