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IJPMX vs JVMAX
IJPMX vs JVMAX Comparison
Open Charts IJPMX vs JVMAX
VY® JPMorgan Mid Cap Value S2
Price$14.89
Change-$0.20 (-1.33%)
VolumeN/A
Net Assets238.37M
JHancock Disciplined Value Mid Cap A
Price$26.02
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets21.46B
IJPMX vs JVMAX Comparison Chart
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IJPMX vs. JVMAX 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 IJPMX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. IJPMX (238M). IJPMX pays higher dividends than JVMAX: IJPMX (0.73) vs JVMAX (0.60). IJPMX was incepted earlier than JVMAX: IJPMX (16 years) vs JVMAX (28 years). IJPMX (1.40) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. IJPMX (25.00). IJPMX has a lower initial minimum investment than JVMAX: IJPMX (0) vs JVMAX (1000). IJPMX annual gain was more profitable for investors over the last year : 1.01 vs. JVMAX (-3.68). JVMAX return over 5 years is better than : 48.97 vs. IJPMX (12.22).
| IJPMX | JVMAX | IJPMX / JVMAX | |
| Total Expense Ratio | 1.25 | 1.12 | 112% |
| Annual Report Gross Expense Ratio | 1.40 | 1.13 | 124% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -2.489 | 2.360 | -105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 21.5B | 1% |
| Annual Yield % from dividends | 0.73 | 0.60 | 122% |
| Returns for 1 year | 1.01 | -3.68 | -27% |
| Returns for 3 years | -8.72 | 15.06 | -58% |
| Returns for 5 years | 12.22 | 48.97 | 25% |
| Returns for 10 years | -30.92 | 31.57 | -98% |
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