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IJMAX vs JVMRX
IJMAX vs JVMRX Comparison
Open Charts IJMAX vs JVMRX
VY® JPMorgan Mid Cap Value A
Price$15.36
Change-$0.06 (-0.39%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IJMAX vs JVMRX Comparison Chart
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IJMAX vs. JVMRX commentary
Sep 21, 2024
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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IJMAX (305M). JVMRX pays higher dividends than IJMAX: JVMRX (0.93) vs IJMAX (0.68). IJMAX was incepted earlier than JVMRX: IJMAX (22 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. IJMAX (10.00). IJMAX has a lower initial minimum investment than JVMRX: IJMAX (0) vs JVMRX (1000000). JVMRX (16.48) and IJMAX (16.32) have marching annual gain over last year. JVMRX return over 5 years is better than : 43.53 vs. IJMAX (-2.92).
| IJMAX | JVMRX | IJMAX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 6.648 | 10.234 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 23.4B | 1% |
| Annual Yield % from dividends | 0.68 | 0.93 | 73% |
| Returns for 1 year | 16.32 | 16.48 | 99% |
| Returns for 3 years | -13.82 | 10.98 | -126% |
| Returns for 5 years | -2.92 | 43.53 | -7% |
| Returns for 10 years | -23.85 | 61.39 | -39% |