Interact to see
Advertisement
Advertisement
IJPMX vs JVMIX
IJPMX vs JVMIX Comparison
Open Charts IJPMX vs JVMIX
VY® JPMorgan Mid Cap Value S2
Price$13.74
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets186.74M
JHancock Disciplined Value Mid Cap I
Price$27.87
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.9B
IJPMX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJPMX vs. JVMIX commentary
Dec 25, 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: 23.9B vs. IJPMX (187M). 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 : 2.39 vs. IJPMX (-11.08). JVMIX return over 5 years is better than : 23.76 vs. IJPMX (-7.69).
| 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 | -10.003 | 3.414 | -293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 23.9B | 1% |
| Annual Yield % from dividends | 0.74 | 0.74 | 100% |
| Returns for 1 year | -11.08 | 2.39 | -464% |
| Returns for 3 years | -3.56 | 16.38 | -22% |
| Returns for 5 years | -7.69 | 23.76 | -32% |
| Returns for 10 years | -21.72 | 51.01 | -43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PROVX | 19.11 | 0.07 | +0.37% |
| Provident Trust Strategy | |||
| JCCIX | 16.44 | 0.04 | +0.24% |
| JHancock Small Cap Core I | |||
| VGYAX | 29.37 | 0.05 | +0.17% |
| Vanguard Global Wellesley Income Admiral | |||
| GNXIX | 18.73 | N/A | N/A |
| AlphaCentric Robotics and Automation I | |||
| MIDLX | 33.78 | -0.04 | -0.12% |
| MFS International New Discovery R6 | |||