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IJMSX vs JVMTX
IJMSX vs JVMTX Comparison
Open Charts IJMSX vs JVMTX
VY® JPMorgan Mid Cap Value S
Price$16.54
Change-$0.04 (-0.24%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
IJMSX vs JVMTX Comparison Chart
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IJMSX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. IJMSX (307M). 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 (21.87) and JVMTX (21.44) have marching annual gain over last year. JVMTX return over 5 years is better than : 44.38 vs. IJMSX (0.82).
| 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 | 11.908 | 14.484 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 23.8B | 1% |
| Annual Yield % from dividends | 0.85 | 0.73 | 117% |
| Returns for 1 year | 21.87 | 21.44 | 102% |
| Returns for 3 years | -14.90 | 7.23 | -206% |
| Returns for 5 years | 0.82 | 44.38 | 2% |
| Returns for 10 years | -18.84 | 60.91 | -31% |
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