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IVORX vs JVMTX
IVORX vs JVMTX Comparison
Open Charts IVORX vs JVMTX
Macquarie Mid Cap Income Opps R
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets906.91M
JHancock Disciplined Value Mid Cap R4
Price$30.10
Change+$0.45 (+1.52%)
VolumeN/A
Net Assets24.32B
IVORX vs JVMTX Comparison Chart in %
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IVORX vs. JVMTX commentary
Sep 08, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. IVORX (907M). IVORX pays higher dividends than JVMTX: IVORX (1.13) vs JVMTX (0.62). IVORX was incepted earlier than JVMTX: IVORX (11 years) vs JVMTX (12 years). IVORX (1.50) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IVORX (27.00). IVORX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.74 vs. IVORX (2.40). JVMTX return over 5 years is better than : 54.13 vs. IVORX (44.59).
| IVORX | JVMTX | IVORX / JVMTX | |
| Total Expense Ratio | 1.33 | 0.99 | 134% |
| Annual Report Gross Expense Ratio | 1.50 | 1.10 | 136% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 11.130 | 11.891 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 24.3B | 4% |
| Annual Yield % from dividends | 1.13 | 0.62 | 181% |
| Returns for 1 year | 2.40 | 2.74 | 88% |
| Returns for 3 years | 21.09 | 24.58 | 86% |
| Returns for 5 years | 44.59 | 54.13 | 82% |
| Returns for 10 years | 108.85 | 57.10 | 191% |
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