IJMAX
Price
$15.67
Change
+$0.06 (+0.38%)
Updated
Jul 3 closing price
Net Assets
249.12M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IJMAX vs JVMIX

Header iconIJMAX vs JVMIX Comparison
Open Charts IJMAX vs JVMIXBanner chart's image
VY® JPMorgan Mid Cap Value A
Price$15.67
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets249.12M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IJMAX vs JVMIX Comparison Chart in %
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IJMAX vs. JVMIX commentary
Jul 07, 2025

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 IJMAX is a StrongBuy and JVMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. IJMAX (249M). JVMIX pays higher dividends than IJMAX: JVMIX (0.78) vs IJMAX (0.61). IJMAX was incepted earlier than JVMIX: IJMAX (23 years) vs JVMIX (28 years). IJMAX (1.50) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. IJMAX (25.00). IJMAX has a lower initial minimum investment than JVMIX: IJMAX (0) vs JVMIX (250000). IJMAX annual gain was more profitable for investors over the last year : 7.05 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. IJMAX (17.94).
IJMAXJVMIXIJMAX / JVMIX
Total Expense Ratio1.350.87155%
Annual Report Gross Expense Ratio1.500.88170%
Fund Existence23 years28 years-
Gain YTD2.4188.42329%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M22.6B1%
Annual Yield % from dividends0.610.7878%
Returns for 1 year7.053.45205%
Returns for 3 years-4.8323.84-20%
Returns for 5 years17.9462.7629%
Returns for 10 years-27.0648.34-56%
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