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IJPMX vs JVMAX
IJPMX vs JVMAX Comparison
Open Charts IJPMX vs JVMAX
VY® JPMorgan Mid Cap Value S2
Price$15.42
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets267.83M
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
IJPMX vs JVMAX Comparison Chart
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IJPMX vs. JVMAX commentary
Feb 23, 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 Hold and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. IJPMX (268M). 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 : 5.68 vs. JVMAX (-0.93). JVMAX return over 5 years is better than : 24.80 vs. IJPMX (-6.56).
| 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 | 0.982 | 3.816 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 22.5B | 1% |
| Annual Yield % from dividends | 0.78 | 0.67 | 117% |
| Returns for 1 year | 5.68 | -0.93 | -611% |
| Returns for 3 years | -15.05 | 4.03 | -373% |
| Returns for 5 years | -6.56 | 24.80 | -26% |
| Returns for 10 years | -28.74 | 34.49 | -83% |
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