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IJMSX vs JVMCX
IJMSX vs JVMCX Comparison
Open Charts IJMSX vs JVMCX
VY® JPMorgan Mid Cap Value S
Price$16.43
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$29.45
Change+$0.04 (+0.14%)
VolumeN/A
CapitalizationN/A
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IJMSX vs JVMCX Comparison Chart
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IJMSX vs. JVMCX commentary
Oct 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. IJMSX (308M). IJMSX pays higher dividends than JVMCX: IJMSX (0.85) vs JVMCX (0.01). IJMSX was incepted earlier than JVMCX: IJMSX (22 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. IJMSX (10.00). IJMSX has a lower initial minimum investment than JVMCX: IJMSX (0) vs JVMCX (1000). IJMSX annual gain was more profitable for investors over the last year : 22.75 vs. JVMCX (20.85). JVMCX return over 5 years is better than : 44.90 vs. IJMSX (3.40).
| IJMSX | JVMCX | IJMSX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 10.825 | 13.465 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 23.9B | 1% |
| Annual Yield % from dividends | 0.85 | 0.01 | 5,980% |
| Returns for 1 year | 22.75 | 20.85 | 109% |
| Returns for 3 years | -12.39 | 7.12 | -174% |
| Returns for 5 years | 3.40 | 44.90 | 8% |
| Returns for 10 years | -12.49 | 64.42 | -19% |
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