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IJMAX vs JVMIX
IJMAX vs JVMIX Comparison
Open Charts IJMAX vs JVMIX
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.
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).
| 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 | 2.418 | 8.423 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 22.6B | 1% |
| Annual Yield % from dividends | 0.61 | 0.78 | 78% |
| Returns for 1 year | 7.05 | 3.45 | 205% |
| Returns for 3 years | -4.83 | 23.84 | -20% |
| Returns for 5 years | 17.94 | 62.76 | 29% |
| Returns for 10 years | -27.06 | 48.34 | -56% |
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