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IJMSX vs JVMIX
IJMSX vs JVMIX Comparison
Open Charts IJMSX vs JVMIX
VY® JPMorgan Mid Cap Value S
Price$14.11
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets244.58M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
IJMSX vs JVMIX Comparison Chart in %
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IJMSX vs. JVMIX commentary
Sep 09, 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 StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. IJMSX (245M). IJMSX pays higher dividends than JVMIX: IJMSX (0.83) vs JVMIX (0.74). IJMSX was incepted earlier than JVMIX: IJMSX (23 years) vs JVMIX (28 years). IJMSX (1.25) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than JVMIX: IJMSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 4.56 vs. IJMSX (-7.24). JVMIX return over 5 years is better than : 56.64 vs. IJMSX (8.03).
| IJMSX | JVMIX | IJMSX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.25 | 0.86 | 145% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -11.074 | 12.245 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 24.3B | 1% |
| Annual Yield % from dividends | 0.83 | 0.74 | 111% |
| Returns for 1 year | -7.24 | 4.56 | -159% |
| Returns for 3 years | -6.54 | 19.78 | -33% |
| Returns for 5 years | 8.03 | 56.64 | 14% |
| Returns for 10 years | -18.76 | 59.45 | -32% |
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