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IJMSX vs JVMAX
IJMSX vs JVMAX Comparison
Open Charts IJMSX vs JVMAX
VY® JPMorgan Mid Cap Value S
Price$16.54
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
IJMSX vs JVMAX Comparison Chart
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IJMSX vs. JVMAX commentary
Nov 18, 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 IJMSX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. IJMSX (307M). IJMSX pays higher dividends than JVMAX: IJMSX (0.85) vs JVMAX (0.67). IJMSX was incepted earlier than JVMAX: IJMSX (23 years) vs JVMAX (27 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 (21.87) and JVMAX (21.07) have marching annual gain over last year. JVMAX return over 5 years is better than : 42.69 vs. IJMSX (0.82).
| IJMSX | JVMAX | IJMSX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 11.908 | 14.313 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 23.8B | 1% |
| Annual Yield % from dividends | 0.85 | 0.67 | 127% |
| Returns for 1 year | 21.87 | 21.07 | 104% |
| Returns for 3 years | -14.90 | 6.26 | -238% |
| Returns for 5 years | 0.82 | 42.69 | 2% |
| Returns for 10 years | -18.84 | 56.97 | -33% |