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IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$13.44
Change+$0.18 (+1.36%)
VolumeN/A
Net Assets187.85M
JHancock Disciplined Value Mid Cap R6
Price$30.12
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets24.25B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IJPMX (188M). JVMRX pays higher dividends than IJPMX: JVMRX (0.84) 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 : -0.78 vs. IJPMX (-12.06). JVMRX return over 5 years is better than : 62.54 vs. IJPMX (8.93).
| 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 | -11.968 | 11.804 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 24.2B | 1% |
| Annual Yield % from dividends | 0.74 | 0.84 | 88% |
| Returns for 1 year | -12.06 | -0.78 | 1,550% |
| Returns for 3 years | 4.05 | 35.31 | 11% |
| Returns for 5 years | 8.93 | 62.54 | 14% |
| Returns for 10 years | -18.95 | 66.11 | -29% |
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