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IJPMX vs JVMSX
IJPMX vs JVMSX Comparison
Open Charts IJPMX vs JVMSX
VY® JPMorgan Mid Cap Value S2
Price$14.04
Change+$0.68 (+5.09%)
VolumeN/A
Net Assets189.47M
JHancock Disciplined Value Mid Cap R2
Price$28.72
Change-$0.74 (-2.51%)
VolumeN/A
Net Assets24.73B
IJPMX vs JVMSX Comparison Chart in %
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IJPMX vs. JVMSX commentary
Feb 05, 2026
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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. IJPMX (189M). IJPMX pays higher dividends than JVMSX: IJPMX (0.69) vs JVMSX (0.37). IJPMX was incepted earlier than JVMSX: IJPMX (17 years) vs JVMSX (14 years). IJPMX (1.40) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. IJPMX (25.00). IJPMX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 4.49 vs. IJPMX (-9.38). JVMSX return over 5 years is better than : 20.95 vs. IJPMX (-10.21).
| IJPMX | JVMSX | IJPMX / JVMSX | |
| Total Expense Ratio | 1.25 | 1.24 | 101% |
| Annual Report Gross Expense Ratio | 1.40 | 1.25 | 112% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 4.232 | 5.163 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 24.7B | 1% |
| Annual Yield % from dividends | 0.69 | 0.37 | 186% |
| Returns for 1 year | -9.38 | 4.49 | -209% |
| Returns for 3 years | -7.79 | 10.32 | -76% |
| Returns for 5 years | -10.21 | 20.95 | -49% |
| Returns for 10 years | -12.86 | 73.49 | -18% |
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