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IJMIX vs JVMRX
IJMIX vs JVMRX Comparison
Open Charts IJMIX vs JVMRX
VY® JPMorgan Mid Cap Value I
Price$15.73
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets237.2M
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
IJMIX vs JVMRX Comparison Chart
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IJMIX vs. JVMRX commentary
May 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 IJMIX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. IJMIX (237M). IJMIX pays higher dividends than JVMRX: IJMIX (1.06) vs JVMRX (0.96). IJMIX was incepted earlier than JVMRX: IJMIX (23 years) vs JVMRX (14 years). IJMIX (1.01) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IJMIX (25.00). IJMIX has a lower initial minimum investment than JVMRX: IJMIX (0) vs JVMRX (1000000). IJMIX annual gain was more profitable for investors over the last year : -1.16 vs. JVMRX (-7.91). JVMRX return over 5 years is better than : 53.53 vs. IJMIX (22.29).
| IJMIX | JVMRX | IJMIX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 1.01 | 0.76 | 133% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -3.701 | -2.227 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 20.6B | 1% |
| Annual Yield % from dividends | 1.06 | 0.96 | 111% |
| Returns for 1 year | -1.16 | -7.91 | 15% |
| Returns for 3 years | -13.17 | 5.83 | -226% |
| Returns for 5 years | 22.29 | 53.53 | 42% |
| Returns for 10 years | -25.86 | 31.98 | -81% |