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IPFPX vs JVMIX
IPFPX vs JVMIX Comparison
Open Charts IPFPX vs JVMIX
Poplar Forest Partners Institutional
Price$55.69
Change-$0.26 (-0.46%)
VolumeN/A
Net Assets310.11M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
IPFPX vs JVMIX Comparison Chart in %
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IPFPX vs. JVMIX commentary
Sep 09, 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: 24.3B vs. IPFPX (310M). IPFPX pays higher dividends than JVMIX: IPFPX (2.16) vs JVMIX (0.74). IPFPX was incepted earlier than JVMIX: IPFPX (16 years) vs JVMIX (28 years). IPFPX (1.07) is less costly to investors than JVMIX (0.86). 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 : 7.69 vs. JVMIX (2.91). IPFPX return over 5 years is better than : 63.67 vs. JVMIX (54.86).
| IPFPX | JVMIX | IPFPX / JVMIX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 1.07 | 0.86 | 124% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 16.296 | 11.985 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 24.3B | 1% |
| Annual Yield % from dividends | 2.16 | 0.74 | 290% |
| Returns for 1 year | 7.69 | 2.91 | 265% |
| Returns for 3 years | 17.21 | 24.95 | 69% |
| Returns for 5 years | 63.67 | 54.86 | 116% |
| Returns for 10 years | 56.76 | 58.60 | 97% |
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