Interact to see
Advertisement
Advertisement
IJMIX vs JVMSX
IJMIX vs JVMSX Comparison
Open Charts IJMIX vs JVMSX
VY® JPMorgan Mid Cap Value I
Price$14.82
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets187.98M
JHancock Disciplined Value Mid Cap R2
Price$30.58
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets24.55B
IJMIX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMIX vs. JVMSX commentary
Dec 13, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.5B vs. IJMIX (188M). IJMIX pays higher dividends than JVMSX: IJMIX (1.04) vs JVMSX (0.40). IJMIX was incepted earlier than JVMSX: IJMIX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than IJMIX (1.00). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IJMIX (25.00). IJMIX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -2.21 vs. IJMIX (-11.99). JVMSX return over 5 years is better than : 34.25 vs. IJMIX (-2.45).
| IJMIX | JVMSX | IJMIX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -8.559 | 14.062 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 24.5B | 1% |
| Annual Yield % from dividends | 1.04 | 0.40 | 263% |
| Returns for 1 year | -11.99 | -2.21 | 542% |
| Returns for 3 years | -3.01 | 18.68 | -16% |
| Returns for 5 years | -2.45 | 34.25 | -7% |
| Returns for 10 years | -12.37 | 56.73 | -22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers