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IJPMX vs JVMAX
IJPMX vs JVMAX Comparison
Open Charts IJPMX vs JVMAX
VY® JPMorgan Mid Cap Value S2
Price$15.91
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$29.71
Change-$0.23 (-0.77%)
VolumeN/A
CapitalizationN/A
IJPMX vs JVMAX Comparison Chart
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IJPMX vs. JVMAX 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 IJPMX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. IJPMX (307M). IJPMX pays higher dividends than JVMAX: IJPMX (0.78) vs JVMAX (0.67). IJPMX was incepted earlier than JVMAX: IJPMX (16 years) vs JVMAX (27 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. IJPMX (10.00). IJPMX has a lower initial minimum investment than JVMAX: IJPMX (0) vs JVMAX (1000). IJPMX (21.48) and JVMAX (21.07) have marching annual gain over last year. JVMAX return over 5 years is better than : 42.69 vs. IJPMX (-1.38).
| IJPMX | JVMAX | IJPMX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 11.571 | 14.313 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 23.8B | 1% |
| Annual Yield % from dividends | 0.78 | 0.67 | 117% |
| Returns for 1 year | 21.48 | 21.07 | 102% |
| Returns for 3 years | -16.23 | 6.26 | -259% |
| Returns for 5 years | -1.38 | 42.69 | -3% |
| Returns for 10 years | -22.04 | 56.97 | -39% |