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IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$15.64
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets249.12M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
IJPMX vs JVMTX Comparison Chart in %
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IJPMX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. IJPMX (249M). IJPMX pays higher dividends than JVMTX: IJPMX (0.71) vs JVMTX (0.65). 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 : 7.18 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. IJPMX (18.39).
| 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 | 2.423 | 8.361 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 22.6B | 1% |
| Annual Yield % from dividends | 0.71 | 0.65 | 110% |
| Returns for 1 year | 7.18 | 3.31 | 217% |
| Returns for 3 years | -4.64 | 23.47 | -20% |
| Returns for 5 years | 18.39 | 61.96 | 30% |
| Returns for 10 years | -26.56 | 46.97 | -57% |
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