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IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$13.99
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets189.04M
JHancock Disciplined Value Mid Cap R4
Price$28.75
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets24.68B
IJPMX vs JVMTX Comparison Chart in %
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IJPMX vs. JVMTX commentary
Jan 16, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. IJPMX (189M). IJPMX pays higher dividends than JVMTX: IJPMX (0.71) vs JVMTX (0.62). 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 : 6.04 vs. IJPMX (-8.18). JVMTX return over 5 years is better than : 21.31 vs. IJPMX (-10.19).
| 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 | 3.860 | 4.812 | 80% |
| 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 | 0.71 | 0.62 | 114% |
| Returns for 1 year | -8.18 | 6.04 | -135% |
| Returns for 3 years | -5.70 | 14.24 | -40% |
| Returns for 5 years | -10.19 | 21.31 | -48% |
| Returns for 10 years | -11.80 | 73.13 | -16% |
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