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IJMAX vs JVMIX
IJMAX vs JVMIX Comparison
Open Charts IJMAX vs JVMIX
VY® JPMorgan Mid Cap Value A
Price$15.85
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets248.9M
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IJMAX vs JVMIX Comparison Chart in %
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IJMAX vs. JVMIX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B 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: 49.00 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 : 4.39 vs. JVMIX (1.20). JVMIX return over 5 years is better than : 58.07 vs. IJMAX (15.35).
| IJMAX | JVMIX | IJMAX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.87 | 155% |
| Annual Report Gross Expense Ratio | 1.50 | 0.88 | 170% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 3.595 | 9.314 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 23.1B | 1% |
| Annual Yield % from dividends | 0.61 | 0.78 | 78% |
| Returns for 1 year | 4.39 | 1.20 | 364% |
| Returns for 3 years | -5.97 | 21.47 | -28% |
| Returns for 5 years | 15.35 | 58.07 | 26% |
| Returns for 10 years | -25.80 | 50.28 | -51% |
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