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IJPMX vs JVMCX
IJPMX vs JVMCX Comparison
Open Charts IJPMX vs JVMCX
VY® JPMorgan Mid Cap Value S2
Price$15.33
Change-$0.07 (-0.45%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap C
Price$28.59
Change-$0.18 (-0.63%)
VolumeN/A
CapitalizationN/A
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IJPMX vs JVMCX Comparison Chart
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IJPMX vs. JVMCX commentary
Sep 21, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. IJPMX (305M). IJPMX pays higher dividends than JVMCX: IJPMX (0.78) vs JVMCX (0.01). IJPMX was incepted earlier than JVMCX: IJPMX (16 years) vs JVMCX (13 years). JVMCX is a more actively managed with annual turnover of: 41.00 vs. IJPMX (10.00). IJPMX has a lower initial minimum investment than JVMCX: IJPMX (0) vs JVMCX (1000). IJPMX annual gain was more profitable for investors over the last year : 16.39 vs. JVMCX (14.99). JVMCX return over 5 years is better than : 37.53 vs. IJPMX (-2.57).
| IJPMX | JVMCX | IJPMX / JVMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 6.732 | 9.336 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 23.4B | 1% |
| Annual Yield % from dividends | 0.78 | 0.01 | 5,517% |
| Returns for 1 year | 16.39 | 14.99 | 109% |
| Returns for 3 years | -13.63 | 7.77 | -175% |
| Returns for 5 years | -2.57 | 37.53 | -7% |
| Returns for 10 years | -23.32 | 47.55 | -49% |
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