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IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$13.35
Change-$0.13 (-0.96%)
VolumeN/A
Net Assets184.44M
JHancock Disciplined Value Mid Cap R6
Price$29.61
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX commentary
Nov 14, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IJPMX (184M). JVMRX pays higher dividends than IJPMX: JVMRX (0.85) vs IJPMX (0.76). 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 : -6.40 vs. IJPMX (-16.40). JVMRX return over 5 years is better than : 36.83 vs. IJPMX (-6.68).
| IJPMX | JVMRX | IJPMX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.74 | 169% |
| Annual Report Gross Expense Ratio | 1.40 | 0.75 | 187% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -12.557 | 9.911 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 24.2B | 1% |
| Annual Yield % from dividends | 0.76 | 0.85 | 89% |
| Returns for 1 year | -16.40 | -6.40 | 256% |
| Returns for 3 years | -7.38 | 15.51 | -48% |
| Returns for 5 years | -6.68 | 36.83 | -18% |
| Returns for 10 years | -23.45 | 51.46 | -46% |
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