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IJMIX vs JVMIX
IJMIX vs JVMIX Comparison
Open Charts IJMIX vs JVMIX
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 %
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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.
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).
| IJMIX | JVMIX | IJMIX / JVMIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 2.653 | 8.423 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 22.6B | 1% |
| Annual Yield % from dividends | 1.02 | 0.78 | 131% |
| Returns for 1 year | 7.93 | 3.45 | 230% |
| Returns for 3 years | -1.79 | 23.84 | -8% |
| Returns for 5 years | 23.59 | 62.76 | 38% |
| Returns for 10 years | -20.43 | 48.34 | -42% |
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