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IJPMX vs JVMIX
IJPMX vs JVMIX Comparison
Open Charts IJPMX vs JVMIX
VY® JPMorgan Mid Cap Value S2
Price$13.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets185.88M
JHancock Disciplined Value Mid Cap I
Price$30.39
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets24.47B
IJPMX vs JVMIX Comparison Chart in %
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IJPMX vs. JVMIX commentary
Dec 05, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.5B vs. IJPMX (186M). IJPMX (0.74) and JVMIX (0.74) have matching dividends . IJPMX was incepted earlier than JVMIX: IJPMX (17 years) vs JVMIX (29 years). IJPMX (1.40) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IJPMX (25.00). IJPMX has a lower initial minimum investment than JVMIX: IJPMX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -5.17 vs. IJPMX (-16.22). JVMIX return over 5 years is better than : 31.86 vs. IJPMX (-9.42).
| IJPMX | JVMIX | IJPMX / JVMIX | |
| Total Expense Ratio | 1.25 | 0.85 | 147% |
| Annual Report Gross Expense Ratio | 1.40 | 0.86 | 163% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | -11.116 | 12.579 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 24.5B | 1% |
| Annual Yield % from dividends | 0.74 | 0.74 | 100% |
| Returns for 1 year | -16.22 | -5.17 | 313% |
| Returns for 3 years | -9.41 | 15.03 | -63% |
| Returns for 5 years | -9.42 | 31.86 | -30% |
| Returns for 10 years | -23.54 | 50.94 | -46% |
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