Interact to see
Advertisement
Advertisement
IJMSX vs JVMCX
IJMSX vs JVMCX Comparison
Open Charts IJMSX vs JVMCX
VY® JPMorgan Mid Cap Value S
Price$13.77
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets181.53M
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
IJMSX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJMSX vs. JVMCX commentary
Nov 20, 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 IJMSX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. IJMSX (182M). IJMSX pays higher dividends than JVMCX: IJMSX (0.84) vs JVMCX (0.00). IJMSX was incepted earlier than JVMCX: IJMSX (24 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than IJMSX (1.25). JVMCX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than JVMCX: IJMSX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -7.96 vs. IJMSX (-16.00). JVMCX return over 5 years is better than : 26.91 vs. IJMSX (-5.68).
| IJMSX | JVMCX | IJMSX / JVMCX | |
| Total Expense Ratio | 1.10 | 1.85 | 59% |
| Annual Report Gross Expense Ratio | 1.25 | 1.86 | 67% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -12.965 | 6.877 | -189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 23.5B | 1% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -16.00 | -7.96 | 201% |
| Returns for 3 years | -7.75 | 9.36 | -83% |
| Returns for 5 years | -5.68 | 26.91 | -21% |
| Returns for 10 years | -22.21 | 32.70 | -68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement