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IJPMX vs JVMCX
IJPMX vs JVMCX Comparison
Open Charts IJPMX vs JVMCX
VY® JPMorgan Mid Cap Value S2
Price$13.36
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets243.27M
JHancock Disciplined Value Mid Cap C
Price$27.54
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets23.55B
IJPMX vs JVMCX Comparison Chart in %
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IJPMX vs. JVMCX commentary
Aug 20, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. IJPMX (243M). IJPMX pays higher dividends than JVMCX: IJPMX (0.70) vs JVMCX (0.00). IJPMX was incepted earlier than JVMCX: IJPMX (16 years) vs JVMCX (14 years). JVMCX (1.88) 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 : -1.43 vs. IJPMX (-9.35). JVMCX return over 5 years is better than : 47.22 vs. IJPMX (5.32).
| IJPMX | JVMCX | IJPMX / JVMCX | |
| Total Expense Ratio | 1.25 | 1.87 | 67% |
| Annual Report Gross Expense Ratio | 1.40 | 1.88 | 74% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -12.492 | 8.854 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 23.5B | 1% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -9.35 | -1.43 | 653% |
| Returns for 3 years | -10.82 | 10.84 | -100% |
| Returns for 5 years | 5.32 | 47.22 | 11% |
| Returns for 10 years | -24.04 | 41.04 | -59% |
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