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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-$0.08 (-0.57%)
VolumeN/A
Net Assets241.32M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets23.06B
IJMIX vs JVMRX Comparison Chart in %
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IJMIX vs. JVMRX commentary
Aug 08, 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: 23.1B vs. IJMIX (241M). 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 (0.76). 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 : 3.71 vs. IJMIX (-5.72). JVMRX return over 5 years is better than : 52.18 vs. IJMIX (7.62).
| IJMIX | JVMRX | IJMIX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 1.00 | 0.76 | 132% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -12.693 | 8.203 | -155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241M | 23.1B | 1% |
| Annual Yield % from dividends | 1.00 | 0.86 | 116% |
| Returns for 1 year | -5.72 | 3.71 | -154% |
| Returns for 3 years | -6.21 | 16.84 | -37% |
| Returns for 5 years | 7.62 | 52.18 | 15% |
| Returns for 10 years | -21.52 | 47.32 | -45% |
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