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IJMAX vs JVMTX
IJMAX vs JVMTX Comparison
Open Charts IJMAX vs JVMTX
VY® JPMorgan Mid Cap Value A
Price$15.57
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets246.85M
JHancock Disciplined Value Mid Cap R4
Price$29.01
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets22.44B
IJMAX vs JVMTX Comparison Chart in %
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IJMAX vs. JVMTX commentary
Jul 09, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.4B vs. IJMAX (247M). JVMTX pays higher dividends than IJMAX: JVMTX (0.65) vs IJMAX (0.61). IJMAX was incepted earlier than JVMTX: IJMAX (23 years) vs JVMTX (12 years). IJMAX (1.50) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IJMAX (25.00). IJMAX (0) and JVMTX (0) have matching initial minimum investment requirements. IJMAX annual gain was more profitable for investors over the last year : 6.31 vs. JVMTX (2.86). JVMTX return over 5 years is better than : 66.08 vs. IJMAX (20.75).
| IJMAX | JVMTX | IJMAX / JVMTX | |
| Total Expense Ratio | 1.35 | 1.00 | 135% |
| Annual Report Gross Expense Ratio | 1.50 | 1.11 | 135% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 1.503 | 7.544 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 22.4B | 1% |
| Annual Yield % from dividends | 0.61 | 0.65 | 94% |
| Returns for 1 year | 6.31 | 2.86 | 221% |
| Returns for 3 years | -5.40 | 22.23 | -24% |
| Returns for 5 years | 20.75 | 66.08 | 31% |
| Returns for 10 years | -27.83 | 45.44 | -61% |
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