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IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$14.89
Change-$0.20 (-1.33%)
VolumeN/A
Net Assets238.37M
JHancock Disciplined Value Mid Cap R4
Price$27.57
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
IJPMX vs JVMTX Comparison Chart
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IJPMX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. IJPMX (238M). IJPMX pays higher dividends than JVMTX: IJPMX (0.73) vs JVMTX (0.67). IJPMX was incepted earlier than JVMTX: IJPMX (16 years) vs JVMTX (12 years). IJPMX (1.40) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. IJPMX (25.00). IJPMX (0) and JVMTX (0) have matching initial minimum investment requirements. IJPMX annual gain was more profitable for investors over the last year : 1.01 vs. JVMTX (-3.01). JVMTX return over 5 years is better than : 51.48 vs. IJPMX (12.22).
| IJPMX | JVMTX | IJPMX / JVMTX | |
| Total Expense Ratio | 1.25 | 1.00 | 125% |
| Annual Report Gross Expense Ratio | 1.40 | 1.11 | 126% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -2.489 | 2.453 | -101% |
| 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 | 0.67 | 108% |
| Returns for 1 year | 1.01 | -3.01 | -34% |
| Returns for 3 years | -8.72 | 16.50 | -53% |
| Returns for 5 years | 12.22 | 51.48 | 24% |
| Returns for 10 years | -30.92 | 35.66 | -87% |
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