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IJMSX vs JVMCX
IJMSX vs JVMCX Comparison
Open Charts IJMSX vs JVMCX
VY® JPMorgan Mid Cap Value S
Price$14.01
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets242.61M
JHancock Disciplined Value Mid Cap C
Price$28.18
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets24.44B
IJMSX vs JVMCX Comparison Chart in %
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IJMSX vs. JVMCX commentary
Sep 16, 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 Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.4B vs. IJMSX (243M). IJMSX pays higher dividends than JVMCX: IJMSX (0.83) vs JVMCX (0.00). IJMSX was incepted earlier than JVMCX: IJMSX (23 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 : 1.84 vs. IJMSX (-8.33). JVMCX return over 5 years is better than : 51.15 vs. IJMSX (9.23).
| IJMSX | JVMCX | IJMSX / JVMCX | |
| Total Expense Ratio | 1.10 | 1.85 | 59% |
| Annual Report Gross Expense Ratio | 1.25 | 1.86 | 67% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -11.200 | 11.818 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 24.4B | 1% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -8.33 | 1.84 | -454% |
| Returns for 3 years | -4.33 | 19.79 | -22% |
| Returns for 5 years | 9.23 | 51.15 | 18% |
| Returns for 10 years | -19.42 | 45.25 | -43% |
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