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IJPMX vs JVMIX
IJPMX vs JVMIX Comparison
Open Charts IJPMX vs JVMIX
VY® JPMorgan Mid Cap Value S2
Price$13.36
Change+$0.11 (+0.83%)
VolumeN/A
Net Assets243.27M
JHancock Disciplined Value Mid Cap I
Price$29.52
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.55B
IJPMX vs JVMIX Comparison Chart in %
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IJPMX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. IJPMX (243M). JVMIX pays higher dividends than IJPMX: JVMIX (0.76) vs IJPMX (0.70). IJPMX was incepted earlier than JVMIX: IJPMX (16 years) vs JVMIX (28 years). IJPMX (1.40) is less costly to investors than JVMIX (0.88). 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 : 0.25 vs. IJPMX (-9.35). JVMIX return over 5 years is better than : 54.10 vs. IJPMX (5.32).
| IJPMX | JVMIX | IJPMX / JVMIX | |
| Total Expense Ratio | 1.25 | 0.87 | 144% |
| Annual Report Gross Expense Ratio | 1.40 | 0.88 | 159% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -12.492 | 9.536 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 23.5B | 1% |
| Annual Yield % from dividends | 0.70 | 0.76 | 92% |
| Returns for 1 year | -9.35 | 0.25 | -3,759% |
| Returns for 3 years | -10.82 | 14.26 | -76% |
| Returns for 5 years | 5.32 | 54.10 | 10% |
| Returns for 10 years | -24.04 | 54.28 | -44% |
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