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IJMIX vs JVMCX
IJMIX vs JVMCX Comparison
Open Charts IJMIX vs JVMCX
VY® JPMorgan Mid Cap Value I
Price$15.73
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets237.2M
JHancock Disciplined Value Mid Cap C
Price$24.88
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
IJMIX vs JVMCX Comparison Chart
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IJMIX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 20.6B vs. IJMIX (237M). IJMIX pays higher dividends than JVMCX: IJMIX (1.06) vs JVMCX (0.00). IJMIX was incepted earlier than JVMCX: IJMIX (23 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than IJMIX (1.01). JVMCX is a more actively managed with annual turnover of: 47.00 vs. IJMIX (25.00). IJMIX has a lower initial minimum investment than JVMCX: IJMIX (0) vs JVMCX (1000). IJMIX annual gain was more profitable for investors over the last year : -1.42 vs. JVMCX (-9.51). JVMCX return over 5 years is better than : 46.17 vs. IJMIX (21.74).
| IJMIX | JVMCX | IJMIX / JVMCX | |
| Total Expense Ratio | 0.85 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 1.01 | 1.88 | 54% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -4.133 | -2.609 | 158% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -1.42 | -9.51 | 15% |
| Returns for 3 years | -15.42 | 2.43 | -635% |
| Returns for 5 years | 21.74 | 46.17 | 47% |
| Returns for 10 years | -26.41 | 19.98 | -132% |
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