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IJMSX vs JVMRX
IJMSX vs JVMRX Comparison
Open Charts IJMSX vs JVMRX
VY® JPMorgan Mid Cap Value S
Price$13.77
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets181.53M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
IJMSX vs JVMRX Comparison Chart in %
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IJMSX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. IJMSX (182M). JVMRX (0.85) and IJMSX (0.84) have matching dividends . IJMSX was incepted earlier than JVMRX: IJMSX (24 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 : -6.35 vs. IJMSX (-16.00). JVMRX return over 5 years is better than : 33.25 vs. IJMSX (-5.68).
| IJMSX | JVMRX | IJMSX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -12.965 | 7.906 | -164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 23.5B | 1% |
| Annual Yield % from dividends | 0.84 | 0.85 | 99% |
| Returns for 1 year | -16.00 | -6.35 | 252% |
| Returns for 3 years | -7.75 | 12.97 | -60% |
| Returns for 5 years | -5.68 | 33.25 | -17% |
| Returns for 10 years | -22.21 | 46.00 | -48% |
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