IJPMX
Price
$15.82
Change
+$0.06 (+0.38%)
Updated
Jul 25 closing price
Net Assets
248.9M
JVMRX
Price
$29.46
Change
+$0.18 (+0.61%)
Updated
Jul 25 closing price
Net Assets
23.06B
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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$15.82
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets248.9M
JHancock Disciplined Value Mid Cap R6
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B 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: 49.00 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 : 4.44 vs. JVMRX (1.28). JVMRX return over 5 years is better than : 58.56 vs. IJPMX (15.71).
IJPMXJVMRXIJPMX / JVMRX
Total Expense Ratio1.250.75167%
Annual Report Gross Expense Ratio1.400.76184%
Fund Existence16 years14 years-
Gain YTD3.6029.35439%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M23.1B1%
Annual Yield % from dividends0.710.8881%
Returns for 1 year4.441.28347%
Returns for 3 years-5.8521.72-27%
Returns for 5 years15.7158.5627%
Returns for 10 years-25.2951.14-49%
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