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IJMSX vs JVMSX
IJMSX vs JVMSX Comparison
Open Charts IJMSX vs JVMSX
VY® JPMorgan Mid Cap Value S
Price$15.48
Change-$0.21 (-1.34%)
VolumeN/A
Net Assets238.37M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IJMSX vs JVMSX Comparison Chart
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IJMSX vs. JVMSX commentary
Jun 16, 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 Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. IJMSX (238M). IJMSX pays higher dividends than JVMSX: IJMSX (0.81) vs JVMSX (0.43). IJMSX was incepted earlier than JVMSX: IJMSX (23 years) vs JVMSX (13 years). JVMSX (1.26) and IJMSX (1.25) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 47.00 vs. IJMSX (25.00). IJMSX (0) and JVMSX (0) have matching initial minimum investment requirements. IJMSX annual gain was more profitable for investors over the last year : 1.35 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. IJMSX (14.70).
| IJMSX | JVMSX | IJMSX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.25 | 88% |
| Annual Report Gross Expense Ratio | 1.25 | 1.26 | 99% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -2.457 | 2.313 | -106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 21.5B | 1% |
| Annual Yield % from dividends | 0.81 | 0.43 | 188% |
| Returns for 1 year | 1.35 | -3.29 | -41% |
| Returns for 3 years | -7.27 | 15.80 | -46% |
| Returns for 5 years | 14.70 | 50.13 | 29% |
| Returns for 10 years | -28.07 | 33.43 | -84% |
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