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IJMIX vs JVMRX
IJMIX vs JVMRX Comparison
Open Charts IJMIX vs JVMRX
VY® JPMorgan Mid Cap Value I
Price$14.45
Change+$0.18 (+1.26%)
VolumeN/A
Net Assets187.85M
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
IJMIX vs JVMRX Comparison Chart in %
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IJMIX vs. JVMRX commentary
Sep 29, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IJMIX (188M). IJMIX pays higher dividends than JVMRX: IJMIX (1.05) vs JVMRX (0.84). IJMIX was incepted earlier than JVMRX: IJMIX (23 years) vs JVMRX (14 years). IJMIX (1.00) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IJMIX (25.00). IJMIX has a lower initial minimum investment than JVMRX: IJMIX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.78 vs. IJMIX (-10.78). JVMRX return over 5 years is better than : 62.54 vs. IJMIX (14.44).
| IJMIX | JVMRX | IJMIX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -10.842 | 11.804 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 24.2B | 1% |
| Annual Yield % from dividends | 1.05 | 0.84 | 125% |
| Returns for 1 year | -10.78 | -0.78 | 1,385% |
| Returns for 3 years | 7.23 | 35.31 | 20% |
| Returns for 5 years | 14.44 | 62.54 | 23% |
| Returns for 10 years | -11.70 | 66.11 | -18% |
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