IJPMX
Price
$15.64
Change
+$0.06 (+0.39%)
Updated
Jul 3 closing price
Net Assets
249.12M
JVMRX
Price
$29.23
Change
+$0.19 (+0.65%)
Updated
Jul 3 closing price
Net Assets
22.61B
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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$15.64
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.

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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).
IJPMXJVMRXIJPMX / JVMRX
Total Expense Ratio1.250.75167%
Annual Report Gross Expense Ratio1.400.76184%
Fund Existence16 years14 years-
Gain YTD2.4238.50029%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets249M22.6B1%
Annual Yield % from dividends0.710.8881%
Returns for 1 year7.183.59200%
Returns for 3 years-4.6424.14-19%
Returns for 5 years18.3963.3229%
Returns for 10 years-26.5649.30-54%
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