IJMAX
Price
$13.37
Change
-$0.13 (-0.96%)
Updated
Nov 13 closing price
Net Assets
184.44M
JVMRX
Price
$29.61
Change
-$0.39 (-1.30%)
Updated
Nov 13 closing price
Net Assets
24.25B
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IJMAX vs JVMRX

Header iconIJMAX vs JVMRX Comparison
Open Charts IJMAX vs JVMRXBanner chart's image
VY® JPMorgan Mid Cap Value A
Price$13.37
Change-$0.13 (-0.96%)
VolumeN/A
Net Assets184.44M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IJMAX vs JVMRX Comparison Chart in %
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IJMAX vs. JVMRX commentary
Nov 14, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IJMAX (184M). JVMRX pays higher dividends than IJMAX: JVMRX (0.85) vs IJMAX (0.65). IJMAX was incepted earlier than JVMRX: IJMAX (24 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 : -5.34 vs. IJMAX (-15.66). JVMRX return over 5 years is better than : 38.63 vs. IJMAX (-6.15).
IJMAXJVMRXIJMAX / JVMRX
Total Expense Ratio1.350.74182%
Annual Report Gross Expense Ratio1.500.75200%
Fund Existence24 years14 years-
Gain YTD-11.74811.359-103%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets184M24.2B1%
Annual Yield % from dividends0.650.8576%
Returns for 1 year-15.66-5.34293%
Returns for 3 years-7.9915.57-51%
Returns for 5 years-6.1538.63-16%
Returns for 10 years-22.2355.27-40%
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