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IJMAX vs JVMTX
IJMAX vs JVMTX Comparison
Open Charts IJMAX vs JVMTX
VY® JPMorgan Mid Cap Value A
Price$14.91
Change-$0.21 (-1.39%)
VolumeN/A
Net Assets238.37M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IJMAX vs JVMTX Comparison Chart
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IJMAX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. IJMAX (238M). JVMTX pays higher dividends than IJMAX: JVMTX (0.67) vs IJMAX (0.62). IJMAX was incepted earlier than JVMTX: IJMAX (23 years) vs JVMTX (12 years). IJMAX (1.50) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. IJMAX (25.00). IJMAX (0) and JVMTX (0) have matching initial minimum investment requirements. IJMAX annual gain was more profitable for investors over the last year : 0.90 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. IJMAX (11.81).
| IJMAX | JVMTX | IJMAX / JVMTX | |
| Total Expense Ratio | 1.35 | 1.00 | 135% |
| Annual Report Gross Expense Ratio | 1.50 | 1.11 | 135% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -2.549 | 2.453 | -104% |
| 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 | 0.67 | 92% |
| Returns for 1 year | 0.90 | -3.01 | -30% |
| Returns for 3 years | -8.90 | 16.50 | -54% |
| Returns for 5 years | 11.81 | 51.48 | 23% |
| Returns for 10 years | -31.43 | 35.66 | -88% |
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