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IJPMX vs JVMAX
IJPMX vs JVMAX Comparison
Open Charts IJPMX vs JVMAX
VY® JPMorgan Mid Cap Value S2
Price$13.85
Change-$0.39 (-2.74%)
VolumeN/A
Net Assets232.77M
JHancock Disciplined Value Mid Cap A
Price$22.96
Change-$0.78 (-3.29%)
VolumeN/A
Net Assets19.9B
IJPMX vs JVMAX Comparison Chart
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IJPMX vs. JVMAX commentary
Apr 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.9B vs. IJPMX (233M). IJPMX pays higher dividends than JVMAX: IJPMX (0.73) vs JVMAX (0.61). IJPMX was incepted earlier than JVMAX: IJPMX (16 years) vs JVMAX (28 years). IJPMX (1.41) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 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 : -4.62 vs. JVMAX (-13.18). JVMAX return over 5 years is better than : 46.66 vs. IJPMX (13.42).
| IJPMX | JVMAX | IJPMX / JVMAX | |
| Total Expense Ratio | 1.25 | 1.12 | 112% |
| Annual Report Gross Expense Ratio | 1.41 | 1.13 | 125% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -6.745 | -6.609 | 102% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 19.9B | 1% |
| Annual Yield % from dividends | 0.73 | 0.61 | 118% |
| Returns for 1 year | -4.62 | -13.18 | 35% |
| Returns for 3 years | -22.43 | -6.52 | 344% |
| Returns for 5 years | 13.42 | 46.66 | 29% |
| Returns for 10 years | -34.20 | 20.81 | -164% |
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