Ad is loading...
IJMIX vs JVMAX
IJMIX vs JVMAX Comparison
Open Charts IJMIX vs JVMAX
VY® JPMorgan Mid Cap Value I
Price$15.32
Change-$0.74 (-4.61%)
VolumeN/A
Net Assets248.56M
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
IJMIX vs JVMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IJMIX vs. JVMAX commentary
Apr 05, 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: 21.4B vs. IJMIX (249M). IJMIX pays higher dividends than JVMAX: IJMIX (1.04) vs JVMAX (0.61). 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 (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 : -0.00 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. IJMIX (50.95).
| 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 | -0.925 | -0.118 | 784% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 21.4B | 1% |
| Annual Yield % from dividends | 1.04 | 0.61 | 169% |
| Returns for 1 year | -0.00 | -8.70 | 0% |
| Returns for 3 years | -16.07 | -2.01 | 801% |
| Returns for 5 years | 50.95 | 86.30 | 59% |
| Returns for 10 years | -24.87 | 28.82 | -86% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HNDL | 20.77 | -0.33 | -1.56% |
| Strategy Shares Nasdaq 7 Handl™ ETF | |||
| UJAN | 37.52 | -0.80 | -2.09% |
| Innovator US Equity Ultra Buff ETF™ Jan | |||
| PST | 22.13 | -0.60 | -2.66% |
| ProShares UltraShort 7-10 Year Treasury | |||
| CGGO | 27.52 | -1.11 | -3.88% |
| Capital Group Global Growth Equity ETF | |||
| FILL | 23.43 | -1.52 | -6.08% |
| iShares MSCI Global Energy Producers ETF | |||