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IJMIX vs JVMTX
IJMIX vs JVMTX Comparison
Open Charts IJMIX vs JVMTX
VY® JPMorgan Mid Cap Value I
Price$16.31
Change-$0.07 (-0.43%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IJMIX vs JVMTX Comparison Chart
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IJMIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IJMIX (305M). IJMIX pays higher dividends than JVMTX: IJMIX (1.05) vs JVMTX (0.73). IJMIX was incepted earlier than JVMTX: IJMIX (22 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IJMIX (10.00). IJMIX (0) and JVMTX (0) have matching initial minimum investment requirements. IJMIX annual gain was more profitable for investors over the last year : 20.89 vs. JVMTX (19.27). JVMTX return over 5 years is better than : 43.64 vs. IJMIX (2.94).
| IJMIX | JVMTX | IJMIX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 8.621 | 11.010 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 23.4B | 1% |
| Annual Yield % from dividends | 1.05 | 0.73 | 144% |
| Returns for 1 year | 20.89 | 19.27 | 108% |
| Returns for 3 years | -8.17 | 13.38 | -61% |
| Returns for 5 years | 2.94 | 43.64 | 7% |
| Returns for 10 years | -14.78 | 63.34 | -23% |
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