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IJMIX vs JVMRX
IJMIX vs JVMRX Comparison
Open Charts IJMIX vs JVMRX
VY® JPMorgan Mid Cap Value I
Price$16.31
Change-$0.07 (-0.43%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IJMIX vs JVMRX Comparison Chart
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IJMIX vs. JVMRX commentary
Sep 21, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IJMIX (305M). IJMIX pays higher dividends than JVMRX: IJMIX (1.05) vs JVMRX (0.93). IJMIX was incepted earlier than JVMRX: IJMIX (22 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. IJMIX (10.00). IJMIX has a lower initial minimum investment than JVMRX: IJMIX (0) vs JVMRX (1000000). IJMIX annual gain was more profitable for investors over the last year : 20.89 vs. JVMRX (19.58). JVMRX return over 5 years is better than : 44.82 vs. IJMIX (2.94).
| IJMIX | JVMRX | IJMIX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 8.621 | 11.221 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 23.4B | 1% |
| Annual Yield % from dividends | 1.05 | 0.93 | 112% |
| Returns for 1 year | 20.89 | 19.58 | 107% |
| Returns for 3 years | -8.17 | 13.96 | -59% |
| Returns for 5 years | 2.94 | 44.82 | 7% |
| Returns for 10 years | -14.78 | 65.88 | -22% |
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