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IJMSX vs JVMTX
IJMSX vs JVMTX Comparison
Open Charts IJMSX vs JVMTX
VY® JPMorgan Mid Cap Value S
Price$14.42
Change+$0.14 (+0.98%)
VolumeN/A
Net Assets187.98M
JHancock Disciplined Value Mid Cap R4
Price$30.77
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets24.55B
IJMSX vs JVMTX Comparison Chart in %
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IJMSX vs. JVMTX commentary
Dec 13, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. IJMSX (188M). IJMSX pays higher dividends than JVMTX: IJMSX (0.82) vs JVMTX (0.61). IJMSX was incepted earlier than JVMTX: IJMSX (24 years) vs JVMTX (12 years). IJMSX (1.25) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : -1.92 vs. IJMSX (-12.55). JVMTX return over 5 years is better than : 35.45 vs. IJMSX (-4.69).
| IJMSX | JVMTX | IJMSX / JVMTX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.25 | 1.10 | 114% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -9.120 | 14.344 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 24.5B | 1% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | -12.55 | -1.92 | 652% |
| Returns for 3 years | -4.42 | 19.34 | -23% |
| Returns for 5 years | -4.69 | 35.45 | -13% |
| Returns for 10 years | -15.95 | 59.34 | -27% |
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