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IJMAX vs JVMSX
IJMAX vs JVMSX Comparison
Open Charts IJMAX vs JVMSX
VY® JPMorgan Mid Cap Value A
Price$13.30
Change-$0.09 (-0.67%)
VolumeN/A
Net Assets242.12M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
IJMAX vs JVMSX Comparison Chart in %
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IJMAX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. IJMAX (242M). IJMAX pays higher dividends than JVMSX: IJMAX (0.60) vs JVMSX (0.41). 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: 49.00 vs. IJMAX (25.00). IJMAX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. IJMAX (-9.12). JVMSX return over 5 years is better than : 48.09 vs. IJMAX (1.76).
| 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 | -13.055 | 8.728 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 23.6B | 1% |
| Annual Yield % from dividends | 0.60 | 0.41 | 146% |
| Returns for 1 year | -9.12 | 0.34 | -2,677% |
| Returns for 3 years | -13.06 | 10.96 | -119% |
| Returns for 5 years | 1.76 | 48.09 | 4% |
| Returns for 10 years | -29.06 | 41.60 | -70% |
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