Interact to see
Advertisement
Advertisement
IJMAX vs JVMIX
IJMAX vs JVMIX Comparison
Open Charts IJMAX vs JVMIX
VY® JPMorgan Mid Cap Value A
Price$13.59
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets185.88M
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
IJMAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMAX vs. JVMIX commentary
Dec 04, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. IJMAX (186M). JVMIX pays higher dividends than IJMAX: JVMIX (0.74) vs IJMAX (0.63). IJMAX was incepted earlier than JVMIX: IJMAX (24 years) vs JVMIX (29 years). IJMAX (1.50) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IJMAX (25.00). IJMAX has a lower initial minimum investment than JVMIX: IJMAX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -5.91 vs. IJMAX (-16.72). JVMIX return over 5 years is better than : 33.54 vs. IJMAX (-8.44).
| IJMAX | JVMIX | IJMAX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.50 | 0.86 | 174% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | -11.290 | 12.022 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 24.5B | 1% |
| Annual Yield % from dividends | 0.63 | 0.74 | 86% |
| Returns for 1 year | -16.72 | -5.91 | 283% |
| Returns for 3 years | -9.73 | 14.46 | -67% |
| Returns for 5 years | -8.44 | 33.54 | -25% |
| Returns for 10 years | -24.20 | 50.20 | -48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement