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IJPMX vs JVMIX
IJPMX vs JVMIX Comparison
Open Charts IJPMX vs JVMIX
VY® JPMorgan Mid Cap Value S2
Price$13.35
Change-$0.13 (-0.96%)
VolumeN/A
Net Assets184.44M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IJPMX vs JVMIX Comparison Chart in %
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IJPMX vs. JVMIX commentary
Nov 14, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IJPMX (184M). IJPMX (0.76) and JVMIX (0.75) have matching dividends . IJPMX was incepted earlier than JVMIX: IJPMX (17 years) vs JVMIX (28 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 : -6.53 vs. IJPMX (-16.40). JVMIX return over 5 years is better than : 36.37 vs. IJPMX (-6.68).
| 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 | 28 years | - |
| Gain YTD | -12.557 | 9.796 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 24.2B | 1% |
| Annual Yield % from dividends | 0.76 | 0.75 | 101% |
| Returns for 1 year | -16.40 | -6.53 | 251% |
| Returns for 3 years | -7.38 | 15.24 | -48% |
| Returns for 5 years | -6.68 | 36.37 | -18% |
| Returns for 10 years | -23.45 | 50.51 | -46% |
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