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IJMIX vs JVMSX
IJMIX vs JVMSX Comparison
Open Charts IJMIX vs JVMSX
VY® JPMorgan Mid Cap Value I
Price$15.73
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets237.2M
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
IJMIX vs JVMSX Comparison Chart
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IJMIX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. IJMIX (237M). IJMIX pays higher dividends than JVMSX: IJMIX (1.06) vs JVMSX (0.46). IJMIX was incepted earlier than JVMSX: IJMIX (23 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than IJMIX (1.01). JVMSX is a more actively managed with annual turnover of: 47.00 vs. IJMIX (25.00). IJMIX (0) and JVMSX (0) have matching initial minimum investment requirements. IJMIX annual gain was more profitable for investors over the last year : -1.42 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. IJMIX (21.74).
| IJMIX | JVMSX | IJMIX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 1.01 | 1.26 | 80% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -4.133 | -2.424 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 20.6B | 1% |
| Annual Yield % from dividends | 1.06 | 0.46 | 233% |
| Returns for 1 year | -1.42 | -8.45 | 17% |
| Returns for 3 years | -15.42 | 4.66 | -331% |
| Returns for 5 years | 21.74 | 50.94 | 43% |
| Returns for 10 years | -26.41 | 27.80 | -95% |