Ad is loading...
Ad is loading...
IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$15.91
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.30
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
IJPMX vs JVMTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IJPMX vs. JVMTX commentary
Nov 18, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. IJPMX (307M). IJPMX pays higher dividends than JVMTX: IJPMX (0.78) vs JVMTX (0.73). IJPMX was incepted earlier than JVMTX: IJPMX (16 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. IJPMX (10.00). IJPMX (0) and JVMTX (0) have matching initial minimum investment requirements. IJPMX (21.48) and JVMTX (21.44) have marching annual gain over last year. JVMTX return over 5 years is better than : 44.38 vs. IJPMX (-1.38).
| IJPMX | JVMTX | IJPMX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 11.571 | 14.484 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 23.8B | 1% |
| Annual Yield % from dividends | 0.78 | 0.73 | 108% |
| Returns for 1 year | 21.48 | 21.44 | 100% |
| Returns for 3 years | -16.23 | 7.23 | -224% |
| Returns for 5 years | -1.38 | 44.38 | -3% |
| Returns for 10 years | -22.04 | 60.91 | -36% |
View a ticker or compare two or three
VS
VS
Ad is loading...