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IJMAX vs JVMTX
IJMAX vs JVMTX Comparison
Open Charts IJMAX vs JVMTX
VY® JPMorgan Mid Cap Value A
Price$14.07
Change+$0.69 (+5.16%)
VolumeN/A
Net Assets189.15M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
IJMAX vs JVMTX Comparison Chart in %
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IJMAX vs. JVMTX commentary
Feb 04, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. IJMAX (189M). IJMAX (0.62) and JVMTX (0.60) have matching dividends . IJMAX was incepted earlier than JVMTX: IJMAX (24 years) vs JVMTX (13 years). IJMAX (1.50) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IJMAX (25.00). IJMAX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. IJMAX (-9.50). JVMTX return over 5 years is better than : 22.28 vs. IJMAX (-10.52).
| IJMAX | JVMTX | IJMAX / JVMTX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.50 | 1.10 | 136% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 4.222 | 5.177 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 24.7B | 1% |
| Annual Yield % from dividends | 0.62 | 0.60 | 104% |
| Returns for 1 year | -9.50 | 4.79 | -198% |
| Returns for 3 years | -8.00 | 11.22 | -71% |
| Returns for 5 years | -10.52 | 22.28 | -47% |
| Returns for 10 years | -13.44 | 76.80 | -18% |
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