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IJMAX vs JVMRX
IJMAX vs JVMRX Comparison
Open Charts IJMAX vs JVMRX
VY® JPMorgan Mid Cap Value A
Price$13.34
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets186.65M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
IJMAX vs JVMRX Comparison Chart in %
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IJMAX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.7B vs. IJMAX (187M). JVMRX pays higher dividends than IJMAX: JVMRX (0.84) vs IJMAX (0.64). IJMAX was incepted earlier than JVMRX: IJMAX (23 years) vs JVMRX (14 years). IJMAX (1.50) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IJMAX (25.00). IJMAX has a lower initial minimum investment than JVMRX: IJMAX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. IJMAX (-15.13). JVMRX return over 5 years is better than : 47.93 vs. IJMAX (-0.00).
| IJMAX | JVMRX | IJMAX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.50 | 0.75 | 200% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -12.794 | 9.837 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 23.7B | 1% |
| Annual Yield % from dividends | 0.64 | 0.84 | 77% |
| Returns for 1 year | -15.13 | -4.79 | 316% |
| Returns for 3 years | -1.88 | 25.62 | -7% |
| Returns for 5 years | -0.00 | 47.93 | -0% |
| Returns for 10 years | -25.10 | 52.40 | -48% |
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