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IJMIX vs JVMTX
IJMIX vs JVMTX Comparison
Open Charts IJMIX vs JVMTX
VY® JPMorgan Mid Cap Value I
Price$15.73
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets237.2M
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
IJMIX vs JVMTX Comparison Chart
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IJMIX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. IJMIX (237M). IJMIX pays higher dividends than JVMTX: IJMIX (1.06) vs JVMTX (0.71). IJMIX was incepted earlier than JVMTX: IJMIX (23 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than IJMIX (1.01). JVMTX is a more actively managed with annual turnover of: 47.00 vs. IJMIX (25.00). IJMIX (0) and JVMTX (0) have matching initial minimum investment requirements. IJMIX annual gain was more profitable for investors over the last year : -1.16 vs. JVMTX (-8.15). JVMTX return over 5 years is better than : 52.25 vs. IJMIX (22.29).
| IJMIX | JVMTX | IJMIX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 1.01 | 1.11 | 91% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -3.701 | -2.304 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 20.6B | 1% |
| Annual Yield % from dividends | 1.06 | 0.71 | 150% |
| Returns for 1 year | -1.16 | -8.15 | 14% |
| Returns for 3 years | -13.17 | 5.30 | -248% |
| Returns for 5 years | 22.29 | 52.25 | 43% |
| Returns for 10 years | -25.86 | 29.98 | -86% |
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