IJMIX
Price
$16.64
Change
+$0.07 (+0.42%)
Updated
Jul 3 closing price
Net Assets
249.12M
JVMIX
Price
$29.22
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
Interact to see
Advertisement

IJMIX vs JVMIX

Header iconIJMIX vs JVMIX Comparison
Open Charts IJMIX vs JVMIXBanner chart's image
VY® JPMorgan Mid Cap Value I
Price$16.64
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets249.12M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IJMIX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
IJMIX vs. JVMIX commentary
Jul 07, 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 JVMIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. IJMIX (249M). IJMIX pays higher dividends than JVMIX: IJMIX (1.02) vs JVMIX (0.78). IJMIX was incepted earlier than JVMIX: IJMIX (23 years) vs JVMIX (28 years). IJMIX (1.00) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. IJMIX (25.00). IJMIX has a lower initial minimum investment than JVMIX: IJMIX (0) vs JVMIX (250000). IJMIX annual gain was more profitable for investors over the last year : 7.93 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. IJMIX (23.59).
IJMIXJVMIXIJMIX / JVMIX
Total Expense Ratio0.850.8798%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence23 years28 years-
Gain YTD2.6538.42331%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M22.6B1%
Annual Yield % from dividends1.020.78131%
Returns for 1 year7.933.45230%
Returns for 3 years-1.7923.84-8%
Returns for 5 years23.5962.7638%
Returns for 10 years-20.4348.34-42%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LYRBX28.870.24
+0.84%
Lyrical US Value Equity Investor
GQRIX18.970.12
+0.64%
GQG Partners Global Quality Equity Instl
RNWGX89.730.55
+0.62%
American Funds New World R6
RGNCX33.660.09
+0.27%
Victory Global Energy Transition C
WMBLX13.490.02
+0.15%
WesMark Balanced