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IJMSX vs JVMRX
IJMSX vs JVMRX Comparison
Open Charts IJMSX vs JVMRX
VY® JPMorgan Mid Cap Value S
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets249.12M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IJMSX vs JVMRX Comparison Chart in %
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IJMSX vs. JVMRX 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B 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: 47.00 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 : 7.57 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IJMSX (21.06).
| IJMSX | JVMRX | IJMSX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.520 | 8.500 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 22.6B | 1% |
| Annual Yield % from dividends | 0.80 | 0.88 | 91% |
| Returns for 1 year | 7.57 | 3.59 | 211% |
| Returns for 3 years | -3.11 | 24.14 | -13% |
| Returns for 5 years | 21.06 | 63.32 | 33% |
| Returns for 10 years | -23.49 | 49.30 | -48% |
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