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IJMSX vs JVMAX
IJMSX vs JVMAX Comparison
Open Charts IJMSX vs JVMAX
VY® JPMorgan Mid Cap Value S
Price$13.69
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets239.84M
JHancock Disciplined Value Mid Cap A
Price$27.21
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets23.32B
IJMSX vs JVMAX Comparison Chart in %
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IJMSX vs. JVMAX commentary
Aug 08, 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 IJMSX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. IJMSX (240M). IJMSX pays higher dividends than JVMAX: IJMSX (0.79) vs JVMAX (0.57). IJMSX was incepted earlier than JVMAX: IJMSX (23 years) vs JVMAX (28 years). IJMSX (1.25) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than JVMAX: IJMSX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 3.37 vs. IJMSX (-6.26). JVMAX return over 5 years is better than : 48.03 vs. IJMSX (4.58).
| IJMSX | JVMAX | IJMSX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.25 | 1.13 | 111% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -13.595 | 7.671 | -177% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 23.3B | 1% |
| Annual Yield % from dividends | 0.79 | 0.57 | 139% |
| Returns for 1 year | -6.26 | 3.37 | -186% |
| Returns for 3 years | -8.36 | 14.06 | -59% |
| Returns for 5 years | 4.58 | 48.03 | 10% |
| Returns for 10 years | -26.06 | 38.46 | -68% |
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