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IJMSX vs JVMIX
IJMSX vs JVMIX Comparison
Open Charts IJMSX vs JVMIX
VY® JPMorgan Mid Cap Value S
Price$16.43
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap I
Price$31.35
Change+$0.03 (+0.10%)
VolumeN/A
CapitalizationN/A
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IJMSX vs JVMIX Comparison Chart
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IJMSX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. IJMSX (308M). IJMSX (0.85) and JVMIX (0.84) have matching dividends . IJMSX was incepted earlier than JVMIX: IJMSX (22 years) vs JVMIX (27 years). JVMIX is a more actively managed with annual turnover of: 41.00 vs. IJMSX (10.00). IJMSX has a lower initial minimum investment than JVMIX: IJMSX (0) vs JVMIX (250000). IJMSX (22.75) and JVMIX (22.33) have marching annual gain over last year. JVMIX return over 5 years is better than : 50.78 vs. IJMSX (3.40).
| IJMSX | JVMIX | IJMSX / JVMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 10.825 | 14.432 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 23.9B | 1% |
| Annual Yield % from dividends | 0.85 | 0.84 | 101% |
| Returns for 1 year | 22.75 | 22.33 | 102% |
| Returns for 3 years | -12.39 | 10.11 | -122% |
| Returns for 5 years | 3.40 | 50.78 | 7% |
| Returns for 10 years | -12.49 | 78.76 | -16% |
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