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IPFPX vs JVMIX
IPFPX vs JVMIX Comparison
Open Charts IPFPX vs JVMIX
Poplar Forest Partners Institutional
Price$54.88
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets304.99M
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
IPFPX vs JVMIX Comparison Chart in %
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IPFPX vs. JVMIX commentary
Aug 18, 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 IPFPX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. IPFPX (305M). IPFPX pays higher dividends than JVMIX: IPFPX (2.26) vs JVMIX (0.76). IPFPX was incepted earlier than JVMIX: IPFPX (16 years) vs JVMIX (28 years). IPFPX (1.07) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. IPFPX (27.75). IPFPX has a lower initial minimum investment than JVMIX: IPFPX (100000) vs JVMIX (250000). IPFPX annual gain was more profitable for investors over the last year : 6.66 vs. JVMIX (0.76). IPFPX return over 5 years is better than : 57.43 vs. JVMIX (50.10).
| IPFPX | JVMIX | IPFPX / JVMIX | |
| Total Expense Ratio | 0.96 | 0.87 | 110% |
| Annual Report Gross Expense Ratio | 1.07 | 0.88 | 122% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 14.072 | 8.980 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 23.6B | 1% |
| Annual Yield % from dividends | 2.26 | 0.76 | 296% |
| Returns for 1 year | 6.66 | 0.76 | 879% |
| Returns for 3 years | 6.58 | 11.90 | 55% |
| Returns for 5 years | 57.43 | 50.10 | 115% |
| Returns for 10 years | 44.76 | 45.29 | 99% |
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