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IJPMX vs JVMIX
IJPMX vs JVMIX Comparison
Open Charts IJPMX vs JVMIX
VY® JPMorgan Mid Cap Value S2
Price$13.44
Change+$0.18 (+1.36%)
VolumeN/A
Net Assets187.85M
JHancock Disciplined Value Mid Cap I
Price$30.11
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
IJPMX vs JVMIX Comparison Chart in %
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IJPMX vs. JVMIX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. IJPMX (188M). JVMIX (0.74) and IJPMX (0.74) 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 : -0.89 vs. IJPMX (-12.06). JVMIX return over 5 years is better than : 61.98 vs. IJPMX (8.93).
| 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 | -11.968 | 11.725 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 24.2B | 1% |
| Annual Yield % from dividends | 0.74 | 0.74 | 100% |
| Returns for 1 year | -12.06 | -0.89 | 1,362% |
| Returns for 3 years | 4.05 | 34.98 | 12% |
| Returns for 5 years | 8.93 | 61.98 | 14% |
| Returns for 10 years | -18.95 | 65.12 | -29% |
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