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IJMSX vs JVMTX
IJMSX vs JVMTX Comparison
Open Charts IJMSX vs JVMTX
VY® JPMorgan Mid Cap Value S
Price$16.27
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets246.79M
JHancock Disciplined Value Mid Cap R4
Price$29.12
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets22.5B
IJMSX vs JVMTX Comparison Chart in %
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IJMSX vs. JVMTX commentary
Jul 11, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. IJMSX (247M). IJMSX pays higher dividends than JVMTX: IJMSX (0.80) vs JVMTX (0.65). IJMSX was incepted earlier than JVMTX: IJMSX (23 years) vs JVMTX (12 years). IJMSX (1.25) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IJMSX (25.00). IJMSX (0) and JVMTX (0) have matching initial minimum investment requirements. IJMSX annual gain was more profitable for investors over the last year : 7.33 vs. JVMTX (3.62). JVMTX return over 5 years is better than : 63.53 vs. IJMSX (21.97).
| IJMSX | JVMTX | IJMSX / JVMTX | |
| Total Expense Ratio | 1.10 | 1.00 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.11 | 113% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 1.890 | 7.804 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 22.5B | 1% |
| Annual Yield % from dividends | 0.80 | 0.65 | 123% |
| Returns for 1 year | 7.33 | 3.62 | 203% |
| Returns for 3 years | -3.42 | 22.53 | -15% |
| Returns for 5 years | 21.97 | 63.53 | 35% |
| Returns for 10 years | -24.09 | 45.79 | -53% |
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