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IJMSX vs JVMSX
IJMSX vs JVMSX Comparison
Open Charts IJMSX vs JVMSX
VY® JPMorgan Mid Cap Value S
Price$14.29
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets185.19M
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
IJMSX vs JVMSX Comparison Chart in %
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IJMSX vs. JVMSX commentary
Dec 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. IJMSX (185M). IJMSX pays higher dividends than JVMSX: IJMSX (0.82) vs JVMSX (0.40). IJMSX was incepted earlier than JVMSX: IJMSX (24 years) vs JVMSX (14 years). IJMSX (1.25) and JVMSX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. IJMSX (-11.17). JVMSX return over 5 years is better than : 22.25 vs. IJMSX (-5.91).
| IJMSX | JVMSX | IJMSX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.25 | 1.25 | 100% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -9.939 | 3.506 | -283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 23.9B | 1% |
| Annual Yield % from dividends | 0.82 | 0.40 | 207% |
| Returns for 1 year | -11.17 | 2.29 | -489% |
| Returns for 3 years | -2.97 | 15.22 | -20% |
| Returns for 5 years | -5.91 | 22.25 | -27% |
| Returns for 10 years | -19.32 | 46.26 | -42% |
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