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IJMSX vs JVMRX
IJMSX vs JVMRX Comparison
Open Charts IJMSX vs JVMRX
VY® JPMorgan Mid Cap Value S
Price$13.69
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets239.84M
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
IJMSX vs JVMRX Comparison Chart in %
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IJMSX vs. JVMRX commentary
Aug 08, 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: 23.3B vs. IJMSX (240M). 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 (0.76). 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 : 4.38 vs. IJMSX (-6.26). JVMRX return over 5 years is better than : 51.76 vs. IJMSX (4.58).
| IJMSX | JVMRX | IJMSX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -13.595 | 7.906 | -172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 23.3B | 1% |
| Annual Yield % from dividends | 0.79 | 0.86 | 91% |
| Returns for 1 year | -6.26 | 4.38 | -143% |
| Returns for 3 years | -8.36 | 16.07 | -52% |
| Returns for 5 years | 4.58 | 51.76 | 9% |
| Returns for 10 years | -26.06 | 44.89 | -58% |
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