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IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$15.33
Change-$0.07 (-0.45%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$30.35
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
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IJPMX vs JVMTX Comparison Chart
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IJPMX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IJPMX (305M). 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 (16.39) and JVMTX (16.17) have marching annual gain over last year. JVMTX return over 5 years is better than : 42.36 vs. IJPMX (-2.57).
| 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 | 6.732 | 10.022 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 23.4B | 1% |
| Annual Yield % from dividends | 0.78 | 0.73 | 108% |
| Returns for 1 year | 16.39 | 16.17 | 101% |
| Returns for 3 years | -13.63 | 10.42 | -131% |
| Returns for 5 years | -2.57 | 42.36 | -6% |
| Returns for 10 years | -23.32 | 58.91 | -40% |