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IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$14.04
Change+$0.68 (+5.09%)
VolumeN/A
Net Assets189.47M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
IJPMX vs JVMTX Comparison Chart in %
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IJPMX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. IJPMX (189M). IJPMX pays higher dividends than JVMTX: IJPMX (0.69) vs JVMTX (0.60). IJPMX was incepted earlier than JVMTX: IJPMX (17 years) vs JVMTX (13 years). IJPMX (1.40) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IJPMX (25.00). IJPMX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. IJPMX (-9.38). JVMTX return over 5 years is better than : 22.28 vs. IJPMX (-10.21).
| IJPMX | JVMTX | IJPMX / JVMTX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.40 | 1.10 | 127% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 4.232 | 5.177 | 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 | 0.60 | 115% |
| Returns for 1 year | -9.38 | 4.79 | -196% |
| Returns for 3 years | -7.79 | 11.22 | -69% |
| Returns for 5 years | -10.21 | 22.28 | -46% |
| Returns for 10 years | -12.86 | 76.80 | -17% |
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