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IJMIX vs JVMTX
IJMIX vs JVMTX Comparison
Open Charts IJMIX vs JVMTX
VY® JPMorgan Mid Cap Value I
Price$15.07
Change+$0.70 (+4.87%)
VolumeN/A
Net Assets189.47M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
IJMIX vs JVMTX Comparison Chart in %
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IJMIX vs. JVMTX commentary
Feb 04, 2026
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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. IJMIX (189M). IJMIX pays higher dividends than JVMTX: IJMIX (0.98) vs JVMTX (0.60). IJMIX was incepted earlier than JVMTX: IJMIX (24 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than IJMIX (1.00). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IJMIX (25.00). IJMIX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. IJMIX (-8.12). JVMTX return over 5 years is better than : 22.28 vs. IJMIX (-5.66).
| IJMIX | JVMTX | IJMIX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 1.00 | 1.10 | 91% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 4.219 | 5.177 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 24.7B | 1% |
| Annual Yield % from dividends | 0.98 | 0.60 | 164% |
| Returns for 1 year | -8.12 | 4.79 | -169% |
| Returns for 3 years | -4.89 | 11.22 | -44% |
| Returns for 5 years | -5.66 | 22.28 | -25% |
| Returns for 10 years | -5.03 | 76.80 | -7% |
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