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IJMIX vs JVMAX
IJMIX vs JVMAX Comparison
Open Charts IJMIX vs JVMAX
VY® JPMorgan Mid Cap Value I
Price$15.73
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets237.2M
JHancock Disciplined Value Mid Cap A
Price$25.06
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
IJMIX vs JVMAX Comparison Chart
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IJMIX vs. JVMAX commentary
May 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 IJMIX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.6B vs. IJMIX (237M). IJMIX pays higher dividends than JVMAX: IJMIX (1.06) vs JVMAX (0.63). IJMIX was incepted earlier than JVMAX: IJMIX (23 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than IJMIX (1.01). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IJMIX (25.00). 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 : -1.16 vs. JVMAX (-8.80). JVMAX return over 5 years is better than : 49.78 vs. IJMIX (22.29).
| IJMIX | JVMAX | IJMIX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 1.01 | 1.13 | 89% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -3.701 | -2.360 | 157% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 20.6B | 1% |
| Annual Yield % from dividends | 1.06 | 0.63 | 169% |
| Returns for 1 year | -1.16 | -8.80 | 13% |
| Returns for 3 years | -13.17 | 4.03 | -326% |
| Returns for 5 years | 22.29 | 49.78 | 45% |
| Returns for 10 years | -25.86 | 26.12 | -99% |