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IJPMX vs JVMAX
IJPMX vs JVMAX Comparison
Open Charts IJPMX vs JVMAX
VY® JPMorgan Mid Cap Value S2
Price$15.25
Change-$0.44 (-2.80%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
IJPMX vs JVMAX Comparison Chart
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IJPMX vs. JVMAX 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 IJPMX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. IJPMX (297M). 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 (11.15) and JVMAX (10.66) have marching annual gain over last year. JVMAX return over 5 years is better than : 39.81 vs. IJPMX (-4.79).
| 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 | 10.028 | 12.851 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 23.4B | 1% |
| Annual Yield % from dividends | 0.78 | 0.67 | 117% |
| Returns for 1 year | 11.15 | 10.66 | 105% |
| Returns for 3 years | -14.02 | 16.69 | -84% |
| Returns for 5 years | -4.79 | 39.81 | -12% |
| Returns for 10 years | -25.27 | 55.64 | -45% |
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