IJPMX
Price
$13.57
Change
-$0.00 (-0.00%)
Updated
Dec 4 closing price
Net Assets
185.88M
JVMRX
Price
$30.40
Change
+$0.04 (+0.13%)
Updated
Dec 4 closing price
Net Assets
24.47B
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IJPMX vs JVMRX

Header iconIJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRXBanner chart's image
VY® JPMorgan Mid Cap Value S2
Price$13.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets185.88M
JHancock Disciplined Value Mid Cap R6
Price$30.40
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets24.47B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX 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 JVMRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.5B vs. IJPMX (186M). JVMRX pays higher dividends than IJPMX: JVMRX (0.83) vs IJPMX (0.74). IJPMX was incepted earlier than JVMRX: IJPMX (17 years) vs JVMRX (14 years). IJPMX (1.40) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IJPMX (25.00). IJPMX has a lower initial minimum investment than JVMRX: IJPMX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -5.07 vs. IJPMX (-16.22). JVMRX return over 5 years is better than : 32.31 vs. IJPMX (-9.42).
IJPMXJVMRXIJPMX / JVMRX
Total Expense Ratio1.250.74169%
Annual Report Gross Expense Ratio1.400.75187%
Fund Existence17 years14 years-
Gain YTD-11.11612.695-88%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets186M24.5B1%
Annual Yield % from dividends0.740.8389%
Returns for 1 year-16.22-5.07320%
Returns for 3 years-9.4115.30-62%
Returns for 5 years-9.4232.31-29%
Returns for 10 years-23.5451.90-45%
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