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IJMIX vs JVMRX
IJMIX vs JVMRX Comparison
Open Charts IJMIX vs JVMRX
VY® JPMorgan Mid Cap Value I
Price$14.53
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets244.74M
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
IJMIX vs JVMRX Comparison Chart in %
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IJMIX vs. JVMRX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. IJMIX (245M). IJMIX pays higher dividends than JVMRX: IJMIX (1.00) vs JVMRX (0.86). 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 : 0.90 vs. IJMIX (-8.07). JVMRX return over 5 years is better than : 53.09 vs. IJMIX (9.24).
| 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 | -10.101 | 11.507 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 24B | 1% |
| Annual Yield % from dividends | 1.00 | 0.86 | 116% |
| Returns for 1 year | -8.07 | 0.90 | -896% |
| Returns for 3 years | -2.87 | 20.98 | -14% |
| Returns for 5 years | 9.24 | 53.09 | 17% |
| Returns for 10 years | -15.32 | 58.84 | -26% |
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