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IJMSX vs JVMTX
IJMSX vs JVMTX Comparison
Open Charts IJMSX vs JVMTX
VY® JPMorgan Mid Cap Value S
Price$15.86
Change-$0.46 (-2.82%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
IJMSX vs JVMTX Comparison Chart
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IJMSX vs. JVMTX commentary
Dec 19, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IJMSX (297M). IJMSX pays higher dividends than JVMTX: IJMSX (0.85) vs JVMTX (0.73). IJMSX was incepted earlier than JVMTX: IJMSX (23 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. IJMSX (11.55) and JVMTX (11.00) have marching annual gain over last year. JVMTX return over 5 years is better than : 41.32 vs. IJMSX (-2.57).
| IJMSX | JVMTX | IJMSX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 10.419 | 13.021 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 23.4B | 1% |
| Annual Yield % from dividends | 0.85 | 0.73 | 117% |
| Returns for 1 year | 11.55 | 11.00 | 105% |
| Returns for 3 years | -12.62 | 17.45 | -72% |
| Returns for 5 years | -2.57 | 41.32 | -6% |
| Returns for 10 years | -22.17 | 59.48 | -37% |
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