IJMSX
Price
$16.45
Change
+$0.06 (+0.37%)
Updated
Jul 25 closing price
Net Assets
248.9M
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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IJMSX vs JVMRX

Header iconIJMSX vs JVMRX Comparison
Open Charts IJMSX vs JVMRXBanner chart's image
VY® JPMorgan Mid Cap Value S
Price$16.45
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets248.9M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IJMSX vs JVMRX Comparison Chart in %
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IJMSX vs. JVMRX commentary
Jul 28, 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 JVMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. IJMSX (249M). JVMRX pays higher dividends than IJMSX: JVMRX (0.88) vs IJMSX (0.80). IJMSX was incepted earlier than JVMRX: IJMSX (23 years) vs JVMRX (14 years). IJMSX (1.25) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than JVMRX: IJMSX (0) vs JVMRX (1000000). IJMSX annual gain was more profitable for investors over the last year : 4.78 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. IJMSX (18.28).
IJMSXJVMRXIJMSX / JVMRX
Total Expense Ratio1.100.75147%
Annual Report Gross Expense Ratio1.250.76164%
Fund Existence23 years14 years-
Gain YTD3.6559.35439%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M23.1B1%
Annual Yield % from dividends0.800.8891%
Returns for 1 year4.781.28374%
Returns for 3 years-4.3621.72-20%
Returns for 5 years18.2858.5631%
Returns for 10 years-22.2151.14-43%
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