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IJMAX vs JVMSX
IJMAX vs JVMSX Comparison
Open Charts IJMAX vs JVMSX
VY® JPMorgan Mid Cap Value A
Price$14.91
Change-$0.21 (-1.39%)
VolumeN/A
Net Assets238.37M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IJMAX vs JVMSX Comparison Chart
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IJMAX vs. JVMSX commentary
Jun 16, 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 Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. IJMAX (238M). IJMAX pays higher dividends than JVMSX: IJMAX (0.62) vs JVMSX (0.43). IJMAX was incepted earlier than JVMSX: IJMAX (23 years) vs JVMSX (13 years). IJMAX (1.50) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. IJMAX (25.00). IJMAX (0) and JVMSX (0) have matching initial minimum investment requirements. IJMAX annual gain was more profitable for investors over the last year : 0.90 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. IJMAX (11.81).
| IJMAX | JVMSX | IJMAX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.25 | 108% |
| Annual Report Gross Expense Ratio | 1.50 | 1.26 | 119% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -2.549 | 2.313 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 21.5B | 1% |
| Annual Yield % from dividends | 0.62 | 0.43 | 143% |
| Returns for 1 year | 0.90 | -3.29 | -27% |
| Returns for 3 years | -8.90 | 15.80 | -56% |
| Returns for 5 years | 11.81 | 50.13 | 24% |
| Returns for 10 years | -31.43 | 33.43 | -94% |
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