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IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$15.25
Change-$0.44 (-2.80%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
IJPMX vs JVMTX Comparison Chart
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IJPMX vs. JVMTX commentary
Dec 19, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. IJPMX (297M). 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 (11.15) and JVMTX (11.00) have marching annual gain over last year. JVMTX return over 5 years is better than : 41.32 vs. IJPMX (-4.79).
| 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 | 10.028 | 13.021 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 23.4B | 1% |
| Annual Yield % from dividends | 0.78 | 0.73 | 108% |
| Returns for 1 year | 11.15 | 11.00 | 101% |
| Returns for 3 years | -14.02 | 17.45 | -80% |
| Returns for 5 years | -4.79 | 41.32 | -12% |
| Returns for 10 years | -25.27 | 59.48 | -42% |
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