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IJMIX vs JVMTX
IJMIX vs JVMTX Comparison
Open Charts IJMIX vs JVMTX
VY® JPMorgan Mid Cap Value I
Price$15.83
Change-$0.22 (-1.37%)
VolumeN/A
Net Assets238.37M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IJMIX vs JVMTX Comparison Chart
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IJMIX 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 IJMIX is a Buy and JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. IJMIX (238M). IJMIX pays higher dividends than JVMTX: IJMIX (1.04) vs JVMTX (0.67). IJMIX was incepted earlier than JVMTX: IJMIX (23 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than IJMIX (1.00). JVMTX is a more actively managed with annual turnover of: 47.00 vs. IJMIX (25.00). IJMIX (0) and JVMTX (0) have matching initial minimum investment requirements. IJMIX annual gain was more profitable for investors over the last year : 1.77 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. IJMIX (17.08).
| IJMIX | JVMTX | IJMIX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 1.00 | 1.11 | 90% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -2.344 | 2.453 | -96% |
| 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 | 1.04 | 0.67 | 155% |
| Returns for 1 year | 1.77 | -3.01 | -59% |
| Returns for 3 years | -5.98 | 16.50 | -36% |
| Returns for 5 years | 17.08 | 51.48 | 33% |
| Returns for 10 years | -25.23 | 35.66 | -71% |
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