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IJPMX vs JVMSX
IJPMX vs JVMSX Comparison
Open Charts IJPMX vs JVMSX
VY® JPMorgan Mid Cap Value S2
Price$15.64
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets249.12M
JHancock Disciplined Value Mid Cap R2
Price$29.01
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IJPMX vs JVMSX Comparison Chart in %
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IJPMX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.6B vs. IJPMX (249M). IJPMX pays higher dividends than JVMSX: IJPMX (0.71) vs JVMSX (0.42). IJPMX was incepted earlier than JVMSX: IJPMX (16 years) vs JVMSX (13 years). IJPMX (1.40) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. IJPMX (25.00). IJPMX (0) and JVMSX (0) have matching initial minimum investment requirements. IJPMX annual gain was more profitable for investors over the last year : 7.18 vs. JVMSX (3.00). JVMSX return over 5 years is better than : 60.52 vs. IJPMX (18.39).
| IJPMX | JVMSX | IJPMX / JVMSX | |
| Total Expense Ratio | 1.25 | 1.25 | 100% |
| Annual Report Gross Expense Ratio | 1.40 | 1.26 | 111% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 2.423 | 8.206 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 22.6B | 1% |
| Annual Yield % from dividends | 0.71 | 0.42 | 170% |
| Returns for 1 year | 7.18 | 3.00 | 239% |
| Returns for 3 years | -4.64 | 22.77 | -20% |
| Returns for 5 years | 18.39 | 60.52 | 30% |
| Returns for 10 years | -26.56 | 44.56 | -60% |
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