IJMSX
Price
$13.91
Change
-$0.09 (-0.64%)
Updated
Aug 15 closing price
Net Assets
242.12M
JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
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IJMSX vs JVMIX

Header iconIJMSX vs JVMIX Comparison
Open Charts IJMSX vs JVMIXBanner chart's image
VY® JPMorgan Mid Cap Value S
Price$13.91
Change-$0.09 (-0.64%)
VolumeN/A
Net Assets242.12M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
IJMSX vs JVMIX Comparison Chart in %
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IJMSX vs. JVMIX commentary
Aug 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 StrongBuy and JVMIX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IJMSX (242M). IJMSX (0.79) and JVMIX (0.76) 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: 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 : 0.76 vs. IJMSX (-8.25). JVMIX return over 5 years is better than : 50.10 vs. IJMSX (4.96).
IJMSXJVMIXIJMSX / JVMIX
Total Expense Ratio1.100.87126%
Annual Report Gross Expense Ratio1.250.88142%
Fund Existence23 years28 years-
Gain YTD-12.3348.980-137%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets242M23.6B1%
Annual Yield % from dividends0.790.76103%
Returns for 1 year-8.250.76-1,090%
Returns for 3 years-11.3411.90-95%
Returns for 5 years4.9650.1010%
Returns for 10 years-25.2045.29-56%
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