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IJPMX vs JVMSX
IJPMX vs JVMSX Comparison
Open Charts IJPMX vs JVMSX
VY® JPMorgan Mid Cap Value S2
Price$15.82
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets248.9M
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
IJPMX vs JVMSX Comparison Chart in %
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IJPMX vs. JVMSX 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B 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: 49.00 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 : 4.44 vs. JVMSX (0.75). JVMSX return over 5 years is better than : 55.91 vs. IJPMX (15.71).
| 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 | 3.602 | 9.064 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 23.1B | 1% |
| Annual Yield % from dividends | 0.71 | 0.42 | 170% |
| Returns for 1 year | 4.44 | 0.75 | 588% |
| Returns for 3 years | -5.85 | 20.42 | -29% |
| Returns for 5 years | 15.71 | 55.91 | 28% |
| Returns for 10 years | -25.29 | 46.42 | -54% |
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