IJPMX
Price
$15.64
Change
+$0.06 (+0.39%)
Updated
Jul 3 closing price
Net Assets
249.12M
JVMSX
Price
$29.01
Change
+$0.18 (+0.62%)
Updated
Jul 3 closing price
Net Assets
22.61B
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IJPMX vs JVMSX

Header iconIJPMX vs JVMSX Comparison
Open Charts IJPMX vs JVMSXBanner 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 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.

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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).
IJPMXJVMSXIJPMX / JVMSX
Total Expense Ratio1.251.25100%
Annual Report Gross Expense Ratio1.401.26111%
Fund Existence16 years13 years-
Gain YTD2.4238.20630%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets249M22.6B1%
Annual Yield % from dividends0.710.42170%
Returns for 1 year7.183.00239%
Returns for 3 years-4.6422.77-20%
Returns for 5 years18.3960.5230%
Returns for 10 years-26.5644.56-60%
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