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IJMSX vs JVMAX
IJMSX vs JVMAX Comparison
Open Charts IJMSX vs JVMAX
VY® JPMorgan Mid Cap Value S
Price$15.95
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets264.29M
JHancock Disciplined Value Mid Cap A
Price$25.55
Change-$0.41 (-1.58%)
VolumeN/A
Net Assets22.5B
IJMSX vs JVMAX Comparison Chart
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IJMSX vs. JVMAX commentary
Mar 04, 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 Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. IJMSX (264M). IJMSX pays higher dividends than JVMAX: IJMSX (0.85) vs JVMAX (0.67). IJMSX was incepted earlier than JVMAX: IJMSX (23 years) vs JVMAX (28 years). JVMAX is a more actively managed with annual turnover of: 41.00 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 : 4.29 vs. JVMAX (-4.33). JVMAX return over 5 years is better than : 33.85 vs. IJMSX (3.20).
| IJMSX | JVMAX | IJMSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 0.504 | 2.124 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 22.5B | 1% |
| Annual Yield % from dividends | 0.85 | 0.67 | 127% |
| Returns for 1 year | 4.29 | -4.33 | -99% |
| Returns for 3 years | -14.34 | 2.74 | -524% |
| Returns for 5 years | 3.20 | 33.85 | 9% |
| Returns for 10 years | -24.54 | 34.83 | -70% |
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