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IJPMX vs JVMSX
IJPMX vs JVMSX Comparison
Open Charts IJPMX vs JVMSX
VY® JPMorgan Mid Cap Value S2
Price$14.89
Change-$0.20 (-1.33%)
VolumeN/A
Net Assets238.37M
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IJPMX vs JVMSX Comparison Chart
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IJPMX vs. JVMSX commentary
Jun 16, 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 Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. IJPMX (238M). IJPMX pays higher dividends than JVMSX: IJPMX (0.73) vs JVMSX (0.43). 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 : 1.01 vs. JVMSX (-3.29). JVMSX return over 5 years is better than : 50.13 vs. IJPMX (12.22).
| 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 | -2.489 | 2.313 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 21.5B | 1% |
| Annual Yield % from dividends | 0.73 | 0.43 | 168% |
| Returns for 1 year | 1.01 | -3.29 | -31% |
| Returns for 3 years | -8.72 | 15.80 | -55% |
| Returns for 5 years | 12.22 | 50.13 | 24% |
| Returns for 10 years | -30.92 | 33.43 | -92% |
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