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IJMSX vs JVMCX
IJMSX vs JVMCX Comparison
Open Charts IJMSX vs JVMCX
VY® JPMorgan Mid Cap Value S
Price$13.95
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets186.65M
JHancock Disciplined Value Mid Cap C
Price$27.55
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets23.85B
IJMSX vs JVMCX Comparison Chart in %
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IJMSX vs. JVMCX commentary
Oct 19, 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 IJMSX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. IJMSX (187M). IJMSX pays higher dividends than JVMCX: IJMSX (0.83) vs JVMCX (0.00). IJMSX was incepted earlier than JVMCX: IJMSX (23 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than IJMSX (1.25). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than JVMCX: IJMSX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -6.45 vs. IJMSX (-14.37). JVMCX return over 5 years is better than : 40.87 vs. IJMSX (3.10).
| IJMSX | JVMCX | IJMSX / JVMCX | |
| Total Expense Ratio | 1.10 | 1.85 | 59% |
| Annual Report Gross Expense Ratio | 1.25 | 1.86 | 67% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -12.082 | 8.893 | -136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 23.9B | 1% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -14.37 | -6.45 | 223% |
| Returns for 3 years | 0.07 | 21.60 | 0% |
| Returns for 5 years | 3.10 | 40.87 | 8% |
| Returns for 10 years | -21.09 | 38.46 | -55% |
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