Ad is loading...
IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$15.33
Change-$0.07 (-0.45%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R6
Price$30.43
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
IJPMX vs JVMRX Comparison Chart
Loading...
IJPMX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IJPMX (305M). JVMRX pays higher dividends than IJPMX: JVMRX (0.93) vs IJPMX (0.78). IJPMX was incepted earlier than JVMRX: IJPMX (16 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. IJPMX (10.00). IJPMX has a lower initial minimum investment than JVMRX: IJPMX (0) vs JVMRX (1000000). JVMRX (16.48) and IJPMX (16.39) have marching annual gain over last year. JVMRX return over 5 years is better than : 43.53 vs. IJPMX (-2.57).
| IJPMX | JVMRX | IJPMX / JVMRX | |
| 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 | 10.234 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 23.4B | 1% |
| Annual Yield % from dividends | 0.78 | 0.93 | 84% |
| Returns for 1 year | 16.39 | 16.48 | 99% |
| Returns for 3 years | -13.63 | 10.98 | -124% |
| Returns for 5 years | -2.57 | 43.53 | -6% |
| Returns for 10 years | -23.32 | 61.39 | -38% |