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IJMIX vs JVMAX
IJMIX vs JVMAX Comparison
Open Charts IJMIX vs JVMAX
VY® JPMorgan Mid Cap Value I
Price$16.66
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets290.69M
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
IJMIX vs JVMAX Comparison Chart
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IJMIX vs. JVMAX commentary
Jan 19, 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 IJMIX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IJMIX (291M). IJMIX pays higher dividends than JVMAX: IJMIX (1.05) vs JVMAX (0.67). IJMIX was incepted earlier than JVMAX: IJMIX (23 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. IJMIX (10.00). IJMIX has a lower initial minimum investment than JVMAX: IJMIX (0) vs JVMAX (1000). IJMIX annual gain was more profitable for investors over the last year : 13.76 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. IJMIX (-1.55).
| IJMIX | JVMAX | IJMIX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 2.776 | 3.777 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 23.1B | 1% |
| Annual Yield % from dividends | 1.05 | 0.67 | 157% |
| Returns for 1 year | 13.76 | 4.82 | 285% |
| Returns for 3 years | -14.32 | -0.09 | 16,282% |
| Returns for 5 years | -1.55 | 23.77 | -7% |
| Returns for 10 years | -17.03 | 42.53 | -40% |
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