Interact to see
Advertisement
Advertisement
IJMIX vs JVMAX
IJMIX vs JVMAX Comparison
Open Charts IJMIX vs JVMAX
VY® JPMorgan Mid Cap Value I
Price$14.53
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets244.58M
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.32B
IJMIX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMIX vs. JVMAX commentary
Sep 08, 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 IJMIX is a StrongBuy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. IJMIX (245M). IJMIX pays higher dividends than JVMAX: IJMIX (1.05) vs JVMAX (0.55). IJMIX was incepted earlier than JVMAX: IJMIX (23 years) vs JVMAX (28 years). JVMAX (1.11) is less costly to investors than IJMIX (1.00). JVMAX is a more actively managed with annual turnover of: 49.00 vs. IJMIX (25.00). IJMIX has a lower initial minimum investment than JVMAX: IJMIX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 2.01 vs. IJMIX (-7.46). JVMAX return over 5 years is better than : 51.61 vs. IJMIX (9.49).
| IJMIX | JVMAX | IJMIX / JVMAX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 1.00 | 1.11 | 90% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -10.348 | 11.802 | -88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 24.3B | 1% |
| Annual Yield % from dividends | 1.05 | 0.55 | 190% |
| Returns for 1 year | -7.46 | 2.01 | -371% |
| Returns for 3 years | -0.51 | 23.09 | -2% |
| Returns for 5 years | 9.49 | 51.61 | 18% |
| Returns for 10 years | -15.42 | 52.52 | -29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement