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IJPMX vs JVMAX
IJPMX vs JVMAX Comparison
Open Charts IJPMX vs JVMAX
VY® JPMorgan Mid Cap Value S2
Price$15.70
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets290.69M
JHancock Disciplined Value Mid Cap A
Price$26.38
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets23.13B
IJPMX vs JVMAX Comparison Chart
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IJPMX vs. JVMAX commentary
Jan 19, 2025
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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.1B vs. IJPMX (291M). IJPMX pays higher dividends than JVMAX: IJPMX (0.78) vs JVMAX (0.67). IJPMX was incepted earlier than JVMAX: IJPMX (16 years) vs JVMAX (28 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 annual gain was more profitable for investors over the last year : 12.97 vs. JVMAX (4.82). JVMAX return over 5 years is better than : 23.77 vs. IJPMX (-5.64).
| IJPMX | JVMAX | IJPMX / JVMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 2.816 | 3.777 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 23.1B | 1% |
| Annual Yield % from dividends | 0.78 | 0.67 | 117% |
| Returns for 1 year | 12.97 | 4.82 | 269% |
| Returns for 3 years | -16.78 | -0.09 | 19,081% |
| Returns for 5 years | -5.64 | 23.77 | -24% |
| Returns for 10 years | -23.32 | 42.53 | -55% |
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