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IJMSX vs JVMTX
IJMSX vs JVMTX Comparison
Open Charts IJMSX vs JVMTX
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.
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).
| 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 | 13 years | - |
| Gain YTD | 4.178 | 5.177 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 24.7B | 1% |
| Annual Yield % from dividends | 0.67 | 0.60 | 113% |
| Returns for 1 year | -8.70 | 4.79 | -182% |
| Returns for 3 years | -6.26 | 11.22 | -56% |
| Returns for 5 years | -7.78 | 22.28 | -35% |
| Returns for 10 years | -8.85 | 76.80 | -12% |
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