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IJMIX vs JVMRX
IJMIX vs JVMRX Comparison
Open Charts IJMIX vs JVMRX
VY® JPMorgan Mid Cap Value I
Price$14.07
Change-$0.30 (-2.09%)
VolumeN/A
Net Assets183.74M
JHancock Disciplined Value Mid Cap R6
Price$29.02
Change-$0.69 (-2.32%)
VolumeN/A
Net Assets23.36B
IJMIX vs JVMRX Comparison Chart in %
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IJMIX vs. JVMRX commentary
Oct 13, 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 IJMIX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. IJMIX (184M). IJMIX pays higher dividends than JVMRX: IJMIX (1.05) vs JVMRX (0.84). IJMIX was incepted earlier than JVMRX: IJMIX (23 years) vs JVMRX (14 years). IJMIX (1.00) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IJMIX (25.00). IJMIX has a lower initial minimum investment than JVMRX: IJMIX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -2.13 vs. IJMIX (-11.11). JVMRX return over 5 years is better than : 48.02 vs. IJMIX (5.35).
| IJMIX | JVMRX | IJMIX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.75 | 133% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -11.335 | 10.282 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 23.4B | 1% |
| Annual Yield % from dividends | 1.05 | 0.84 | 126% |
| Returns for 1 year | -11.11 | -2.13 | 522% |
| Returns for 3 years | 4.91 | 30.08 | 16% |
| Returns for 5 years | 5.35 | 48.02 | 11% |
| Returns for 10 years | -16.66 | 54.38 | -31% |
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