IJMAX
Price
$13.30
Change
-$0.09 (-0.67%)
Updated
Aug 15 closing price
Net Assets
242.12M
JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
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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$13.30
Change-$0.09 (-0.67%)
VolumeN/A
Net Assets242.12M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
IJMAX vs JVMIX Comparison Chart in %
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IJMAX vs. JVMIX commentary
Aug 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IJMAX (242M). JVMIX pays higher dividends than IJMAX: JVMIX (0.76) vs IJMAX (0.60). 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). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. IJMAX (-9.12). JVMIX return over 5 years is better than : 50.10 vs. IJMAX (1.76).
IJMAXJVMIXIJMAX / JVMIX
Total Expense Ratio1.350.87155%
Annual Report Gross Expense Ratio1.500.88170%
Fund Existence23 years28 years-
Gain YTD-13.0558.980-145%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets242M23.6B1%
Annual Yield % from dividends0.600.7679%
Returns for 1 year-9.120.76-1,204%
Returns for 3 years-13.0611.90-110%
Returns for 5 years1.7650.104%
Returns for 10 years-29.0645.29-64%
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