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IJMAX vs JVMRX
IJMAX vs JVMRX Comparison
Open Charts IJMAX vs JVMRX
VY® JPMorgan Mid Cap Value A
Price$13.10
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets239.84M
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
IJMAX vs JVMRX Comparison Chart in %
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IJMAX vs. JVMRX commentary
Aug 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. IJMAX (240M). JVMRX pays higher dividends than IJMAX: JVMRX (0.86) vs IJMAX (0.60). IJMAX was incepted earlier than JVMRX: IJMAX (23 years) vs JVMRX (14 years). IJMAX (1.50) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IJMAX (25.00). IJMAX has a lower initial minimum investment than JVMRX: IJMAX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 4.38 vs. IJMAX (-7.07). JVMRX return over 5 years is better than : 51.76 vs. IJMAX (1.51).
| IJMAX | JVMRX | IJMAX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.75 | 180% |
| Annual Report Gross Expense Ratio | 1.50 | 0.76 | 197% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -14.232 | 7.906 | -180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 23.3B | 1% |
| Annual Yield % from dividends | 0.60 | 0.86 | 70% |
| Returns for 1 year | -7.07 | 4.38 | -161% |
| Returns for 3 years | -10.10 | 16.07 | -63% |
| Returns for 5 years | 1.51 | 51.76 | 3% |
| Returns for 10 years | -29.81 | 44.89 | -66% |
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