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IJMIX vs JVMAX
IJMIX vs JVMAX Comparison
Open Charts IJMIX vs JVMAX
VY® JPMorgan Mid Cap Value I
Price$16.93
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
IJMIX vs JVMAX Comparison Chart
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IJMIX vs. JVMAX commentary
Nov 18, 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 IJMIX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. IJMIX (307M). IJMIX pays higher dividends than JVMAX: IJMIX (1.05) vs JVMAX (0.67). IJMIX was incepted earlier than JVMAX: IJMIX (23 years) vs JVMAX (27 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 : 22.36 vs. JVMAX (21.07). JVMAX return over 5 years is better than : 42.69 vs. IJMIX (2.97).
| IJMIX | JVMAX | IJMIX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 12.268 | 14.313 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 23.8B | 1% |
| Annual Yield % from dividends | 1.05 | 0.67 | 157% |
| Returns for 1 year | 22.36 | 21.07 | 106% |
| Returns for 3 years | -13.70 | 6.26 | -219% |
| Returns for 5 years | 2.97 | 42.69 | 7% |
| Returns for 10 years | -15.58 | 56.97 | -27% |