IJPMX
Price
$13.47
Change
+$0.15 (+1.13%)
Updated
Oct 20 closing price
Net Assets
186.65M
JVMCX
Price
$27.85
Change
+$0.30 (+1.09%)
Updated
Oct 20 closing price
Net Assets
23.85B
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IJPMX vs JVMCX

Header iconIJPMX vs JVMCX Comparison
Open Charts IJPMX vs JVMCXBanner chart's image
VY® JPMorgan Mid Cap Value S2
Price$13.47
Change+$0.15 (+1.13%)
VolumeN/A
Net Assets186.65M
JHancock Disciplined Value Mid Cap C
Price$27.85
Change+$0.30 (+1.09%)
VolumeN/A
Net Assets23.85B
IJPMX vs JVMCX Comparison Chart in %
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IJPMX vs. JVMCX commentary
Oct 21, 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 IJPMX is a Hold and JVMCX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.9B vs. IJPMX (187M). IJPMX pays higher dividends than JVMCX: IJPMX (0.74) vs JVMCX (0.00). IJPMX was incepted earlier than JVMCX: IJPMX (17 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than IJPMX (1.40). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IJPMX (25.00). IJPMX has a lower initial minimum investment than JVMCX: IJPMX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -6.45 vs. IJPMX (-15.06). JVMCX return over 5 years is better than : 40.87 vs. IJPMX (0.35).
IJPMXJVMCXIJPMX / JVMCX
Total Expense Ratio1.251.8568%
Annual Report Gross Expense Ratio1.401.8675%
Fund Existence17 years14 years-
Gain YTD-12.7548.893-143%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets187M23.9B1%
Annual Yield % from dividends0.740.00-
Returns for 1 year-15.06-6.45233%
Returns for 3 years-1.5721.60-7%
Returns for 5 years0.3540.871%
Returns for 10 years-24.5538.46-64%
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