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IJMAX vs JVMIX
IJMAX vs JVMIX Comparison
Open Charts IJMAX vs JVMIX
VY® JPMorgan Mid Cap Value A
Price$13.34
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets186.65M
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
IJMAX vs JVMIX Comparison Chart in %
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IJMAX vs. JVMIX commentary
Oct 19, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.7B vs. IJMAX (187M). JVMIX pays higher dividends than IJMAX: JVMIX (0.74) vs IJMAX (0.64). IJMAX was incepted earlier than JVMIX: IJMAX (23 years) vs JVMIX (28 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 : -4.87 vs. IJMAX (-15.13). JVMIX return over 5 years is better than : 47.49 vs. IJMAX (-0.00).
| IJMAX | JVMIX | IJMAX / JVMIX | |
| Total Expense Ratio | 1.35 | 0.85 | 159% |
| Annual Report Gross Expense Ratio | 1.50 | 0.86 | 174% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -12.794 | 9.759 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 23.7B | 1% |
| Annual Yield % from dividends | 0.64 | 0.74 | 87% |
| Returns for 1 year | -15.13 | -4.87 | 311% |
| Returns for 3 years | -1.88 | 25.37 | -7% |
| Returns for 5 years | -0.00 | 47.49 | -0% |
| Returns for 10 years | -25.10 | 51.49 | -49% |
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