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IJMSX vs JVMIX
IJMSX vs JVMIX Comparison
Open Charts IJMSX vs JVMIX
VY® JPMorgan Mid Cap Value S
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets249.12M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IJMSX vs JVMIX Comparison Chart in %
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IJMSX vs. JVMIX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. IJMSX (249M). IJMSX (0.80) and JVMIX (0.78) have matching dividends . IJMSX was incepted earlier than JVMIX: IJMSX (23 years) vs JVMIX (28 years). IJMSX (1.25) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than JVMIX: IJMSX (0) vs JVMIX (250000). IJMSX annual gain was more profitable for investors over the last year : 7.57 vs. JVMIX (3.45). JVMIX return over 5 years is better than : 62.76 vs. IJMSX (21.06).
| IJMSX | JVMIX | IJMSX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.87 | 126% |
| Annual Report Gross Expense Ratio | 1.25 | 0.88 | 142% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 2.520 | 8.423 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 22.6B | 1% |
| Annual Yield % from dividends | 0.80 | 0.78 | 103% |
| Returns for 1 year | 7.57 | 3.45 | 220% |
| Returns for 3 years | -3.11 | 23.84 | -13% |
| Returns for 5 years | 21.06 | 62.76 | 34% |
| Returns for 10 years | -23.49 | 48.34 | -49% |
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