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IJMSX vs JVMRX
IJMSX vs JVMRX Comparison
Open Charts IJMSX vs JVMRX
VY® JPMorgan Mid Cap Value S
Price$13.89
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets189.6M
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
IJMSX vs JVMRX Comparison Chart in %
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IJMSX vs. JVMRX commentary
Sep 26, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IJMSX (190M). JVMRX (0.84) and IJMSX (0.83) have matching dividends . IJMSX was incepted earlier than JVMRX: IJMSX (23 years) vs JVMRX (14 years). IJMSX (1.25) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX has a lower initial minimum investment than JVMRX: IJMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.10 vs. IJMSX (-11.15). JVMRX return over 5 years is better than : 62.22 vs. IJMSX (11.26).
| IJMSX | JVMRX | IJMSX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -11.767 | 11.581 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 24.2B | 1% |
| Annual Yield % from dividends | 0.83 | 0.84 | 98% |
| Returns for 1 year | -11.15 | -0.10 | 11,681% |
| Returns for 3 years | 4.59 | 34.68 | 13% |
| Returns for 5 years | 11.26 | 62.22 | 18% |
| Returns for 10 years | -15.64 | 66.13 | -24% |
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