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IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$15.64
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets249.12M
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX commentary
Jul 07, 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 JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. IJPMX (249M). JVMRX pays higher dividends than IJPMX: JVMRX (0.88) vs IJPMX (0.71). IJPMX was incepted earlier than JVMRX: IJPMX (16 years) vs JVMRX (14 years). IJPMX (1.40) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IJPMX (25.00). IJPMX has a lower initial minimum investment than JVMRX: IJPMX (0) vs JVMRX (1000000). IJPMX annual gain was more profitable for investors over the last year : 7.18 vs. JVMRX (3.59). JVMRX return over 5 years is better than : 63.32 vs. IJPMX (18.39).
| IJPMX | JVMRX | IJPMX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.40 | 0.76 | 184% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 2.423 | 8.500 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 22.6B | 1% |
| Annual Yield % from dividends | 0.71 | 0.88 | 81% |
| Returns for 1 year | 7.18 | 3.59 | 200% |
| Returns for 3 years | -4.64 | 24.14 | -19% |
| Returns for 5 years | 18.39 | 63.32 | 29% |
| Returns for 10 years | -26.56 | 49.30 | -54% |
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