Interact to see
Advertisement
Advertisement
IJMAX vs JVMSX
IJMAX vs JVMSX Comparison
Open Charts IJMAX vs JVMSX
VY® JPMorgan Mid Cap Value A
Price$13.67
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets185.19M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
IJMAX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMAX vs. JVMSX commentary
Dec 28, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. IJMAX (185M). IJMAX pays higher dividends than JVMSX: IJMAX (0.63) vs JVMSX (0.40). IJMAX was incepted earlier than JVMSX: IJMAX (24 years) vs JVMSX (14 years). IJMAX (1.50) is less costly to investors than JVMSX (1.25). 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 : 2.29 vs. IJMAX (-11.90). JVMSX return over 5 years is better than : 22.25 vs. IJMAX (-8.60).
| IJMAX | JVMSX | IJMAX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.24 | 109% |
| Annual Report Gross Expense Ratio | 1.50 | 1.25 | 120% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -10.637 | 3.506 | -303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 23.9B | 1% |
| Annual Yield % from dividends | 0.63 | 0.40 | 160% |
| Returns for 1 year | -11.90 | 2.29 | -521% |
| Returns for 3 years | -4.73 | 15.22 | -31% |
| Returns for 5 years | -8.60 | 22.25 | -39% |
| Returns for 10 years | -23.37 | 46.26 | -51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VEUCX | 35.74 | 0.03 | +0.08% |
| JPMorgan Europe Dynamic C | |||
| TFSCX | 10.21 | N/A | N/A |
| Templeton Ins Foreign Smaller Co Ser Adv | |||
| FZAJX | 22.78 | N/A | N/A |
| Fidelity Advisor International Growth Z | |||
| IVNQX | 52.33 | -0.03 | -0.06% |
| Invesco Nasdaq 100 Index R6 | |||
| ACFCX | 74.32 | -0.35 | -0.47% |
| American Century Focused Dynamic Gr R | |||