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IJMSX vs JVMRX
IJMSX vs JVMRX Comparison
Open Charts IJMSX vs JVMRX
VY® JPMorgan Mid Cap Value S
Price$14.16
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets244.74M
JHancock Disciplined Value Mid Cap R6
Price$29.90
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets24.02B
IJMSX vs JVMRX Comparison Chart in %
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IJMSX vs. JVMRX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. IJMSX (245M). JVMRX pays higher dividends than IJMSX: JVMRX (0.86) vs IJMSX (0.79). 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 : 0.33 vs. IJMSX (-9.40). JVMRX return over 5 years is better than : 52.78 vs. IJMSX (6.46).
| 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 | -10.822 | 11.284 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 24B | 1% |
| Annual Yield % from dividends | 0.79 | 0.86 | 91% |
| Returns for 1 year | -9.40 | 0.33 | -2,827% |
| Returns for 3 years | -3.54 | 22.04 | -16% |
| Returns for 5 years | 6.46 | 52.78 | 12% |
| Returns for 10 years | -16.72 | 63.20 | -26% |
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