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IJMIX vs JVMTX
IJMIX vs JVMTX Comparison
Open Charts IJMIX vs JVMTX
VY® JPMorgan Mid Cap Value I
Price$16.49
Change-$0.15 (-0.90%)
VolumeN/A
Net Assets249.12M
JHancock Disciplined Value Mid Cap R4
Price$28.94
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets22.61B
IJMIX vs JVMTX Comparison Chart in %
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IJMIX vs. JVMTX commentary
Jul 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. IJMIX (249M). IJMIX pays higher dividends than JVMTX: IJMIX (1.02) vs JVMTX (0.65). IJMIX was incepted earlier than JVMTX: IJMIX (23 years) vs JVMTX (12 years). JVMTX (1.11) is less costly to investors than IJMIX (1.00). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IJMIX (25.00). IJMIX (0) and JVMTX (0) have matching initial minimum investment requirements. IJMIX annual gain was more profitable for investors over the last year : 7.51 vs. JVMTX (3.90). JVMTX return over 5 years is better than : 63.75 vs. IJMIX (23.78).
| IJMIX | JVMTX | IJMIX / JVMTX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 1.00 | 1.11 | 90% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 1.727 | 8.361 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 22.6B | 1% |
| Annual Yield % from dividends | 1.02 | 0.65 | 157% |
| Returns for 1 year | 7.51 | 3.90 | 193% |
| Returns for 3 years | -2.40 | 23.16 | -10% |
| Returns for 5 years | 23.78 | 63.75 | 37% |
| Returns for 10 years | -21.31 | 46.54 | -46% |
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