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IJMSX vs JVMAX
IJMSX vs JVMAX Comparison
Open Charts IJMSX vs JVMAX
VY® JPMorgan Mid Cap Value S
Price$14.71
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets228.49M
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
IJMSX vs JVMAX Comparison Chart
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IJMSX vs. JVMAX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. IJMSX (228M). IJMSX pays higher dividends than JVMAX: IJMSX (0.82) vs JVMAX (0.61). IJMSX was incepted earlier than JVMAX: IJMSX (23 years) vs JVMAX (28 years). IJMSX (1.26) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IJMSX (10.00). IJMSX has a lower initial minimum investment than JVMAX: IJMSX (0) vs JVMAX (1000). IJMSX annual gain was more profitable for investors over the last year : -2.58 vs. JVMAX (-11.80). JVMAX return over 5 years is better than : 45.43 vs. IJMSX (15.92).
| IJMSX | JVMAX | IJMSX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.26 | 1.13 | 112% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -8.192 | -8.576 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 19.4B | 1% |
| Annual Yield % from dividends | 0.82 | 0.61 | 133% |
| Returns for 1 year | -2.58 | -11.80 | 22% |
| Returns for 3 years | -22.80 | -9.16 | 249% |
| Returns for 5 years | 15.92 | 45.43 | 35% |
| Returns for 10 years | -32.10 | 18.32 | -175% |