Ad is loading...
IJMSX vs JVMTX
IJMSX vs JVMTX Comparison
Open Charts IJMSX vs JVMTX
VY® JPMorgan Mid Cap Value S
Price$16.43
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.28
Change+$0.04 (+0.13%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
IJMSX vs JVMTX Comparison Chart
Loading...
IJMSX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.9B vs. IJMSX (308M). IJMSX pays higher dividends than JVMTX: IJMSX (0.85) vs JVMTX (0.73). IJMSX was incepted earlier than JVMTX: IJMSX (22 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IJMSX (10.00). IJMSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 24.58 vs. IJMSX (22.75). JVMTX return over 5 years is better than : 50.20 vs. IJMSX (3.40).
| IJMSX | JVMTX | IJMSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 10.825 | 14.411 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 23.9B | 1% |
| Annual Yield % from dividends | 0.85 | 0.73 | 117% |
| Returns for 1 year | 22.75 | 24.58 | 93% |
| Returns for 3 years | -12.39 | 9.99 | -124% |
| Returns for 5 years | 3.40 | 50.20 | 7% |
| Returns for 10 years | -12.49 | 75.46 | -17% |
View a ticker or compare two or three
VS
VS
Ad is loading...