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IJMAX vs JVMTX
IJMAX vs JVMTX Comparison
Open Charts IJMAX vs JVMTX
VY® JPMorgan Mid Cap Value A
Price$16.11
Change+$0.09 (+0.56%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.95
Change+$0.11 (+0.35%)
VolumeN/A
CapitalizationN/A
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IJMAX vs JVMTX Comparison Chart
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IJMAX vs. JVMTX commentary
Nov 10, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. IJMAX (311M). JVMTX pays higher dividends than IJMAX: JVMTX (0.73) vs IJMAX (0.68). IJMAX was incepted earlier than JVMTX: IJMAX (23 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IJMAX (10.00). IJMAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX (28.41) and IJMAX (27.79) have marching annual gain over last year. JVMTX return over 5 years is better than : 48.39 vs. IJMAX (-0.14).
| IJMAX | JVMTX | IJMAX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 12.736 | 16.862 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 24.3B | 1% |
| Annual Yield % from dividends | 0.68 | 0.73 | 94% |
| Returns for 1 year | 27.79 | 28.41 | 98% |
| Returns for 3 years | -14.85 | 9.46 | -157% |
| Returns for 5 years | -0.14 | 48.39 | -0% |
| Returns for 10 years | -21.53 | 64.66 | -33% |
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