IJMSX
Price
$14.71
Change
+$0.72 (+5.15%)
Updated
Feb 3 closing price
Net Assets
189.15M
JVMTX
Price
$28.85
Change
-$0.78 (-2.63%)
Updated
Feb 3 closing price
Net Assets
24.66B
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IJMSX vs JVMTX

Header iconIJMSX vs JVMTX Comparison
Open Charts IJMSX vs JVMTXBanner chart's image
VY® JPMorgan Mid Cap Value S
Price$14.71
Change+$0.72 (+5.15%)
VolumeN/A
Net Assets189.15M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
IJMSX vs JVMTX Comparison Chart in %
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IJMSX vs. JVMTX commentary
Feb 05, 2026

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 JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. IJMSX (189M). IJMSX pays higher dividends than JVMTX: IJMSX (0.67) vs JVMTX (0.60). IJMSX was incepted earlier than JVMTX: IJMSX (24 years) vs JVMTX (13 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 : 4.79 vs. IJMSX (-8.70). JVMTX return over 5 years is better than : 22.28 vs. IJMSX (-7.78).
IJMSXJVMTXIJMSX / JVMTX
Total Expense Ratio1.100.99111%
Annual Report Gross Expense Ratio1.251.10114%
Fund Existence24 years13 years-
Gain YTD4.1785.17781%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets189M24.7B1%
Annual Yield % from dividends0.670.60113%
Returns for 1 year-8.704.79-182%
Returns for 3 years-6.2611.22-56%
Returns for 5 years-7.7822.28-35%
Returns for 10 years-8.8576.80-12%
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