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IJMAX vs JVMIX
IJMAX vs JVMIX Comparison
Open Charts IJMAX vs JVMIX
VY® JPMorgan Mid Cap Value A
Price$13.48
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets190.13M
JHancock Disciplined Value Mid Cap I
Price$29.93
Change-$0.19 (-0.63%)
VolumeN/A
Net Assets24.26B
IJMAX vs JVMIX Comparison Chart in %
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IJMAX vs. JVMIX commentary
Oct 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 IJMAX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IJMAX (190M). JVMIX pays higher dividends than IJMAX: JVMIX (0.74) vs IJMAX (0.64). IJMAX was incepted earlier than JVMIX: IJMAX (23 years) vs JVMIX (28 years). IJMAX (1.50) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IJMAX (25.00). IJMAX has a lower initial minimum investment than JVMIX: IJMAX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -0.50 vs. IJMAX (-11.05). JVMIX return over 5 years is better than : 49.60 vs. IJMAX (0.76).
| IJMAX | JVMIX | IJMAX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.50 | 0.86 | 174% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -11.552 | 11.763 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 24.3B | 1% |
| Annual Yield % from dividends | 0.64 | 0.74 | 87% |
| Returns for 1 year | -11.05 | -0.50 | 2,231% |
| Returns for 3 years | 2.31 | 30.48 | 8% |
| Returns for 5 years | 0.76 | 49.60 | 2% |
| Returns for 10 years | -23.83 | 55.01 | -43% |
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