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IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$13.85
Change-$0.39 (-2.74%)
VolumeN/A
Net Assets232.77M
JHancock Disciplined Value Mid Cap R6
Price$24.35
Change-$0.83 (-3.30%)
VolumeN/A
Net Assets19.9B
IJPMX vs JVMRX Comparison Chart
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IJPMX vs. JVMRX commentary
Apr 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 IJPMX is a Buy and JVMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.9B vs. IJPMX (233M). JVMRX pays higher dividends than IJPMX: JVMRX (0.94) vs IJPMX (0.73). IJPMX was incepted earlier than JVMRX: IJPMX (16 years) vs JVMRX (14 years). IJPMX (1.41) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. IJPMX (10.00). IJPMX has a lower initial minimum investment than JVMRX: IJPMX (0) vs JVMRX (1000000). IJPMX annual gain was more profitable for investors over the last year : -4.62 vs. JVMRX (-12.36). JVMRX return over 5 years is better than : 50.36 vs. IJPMX (13.42).
| IJPMX | JVMRX | IJPMX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.41 | 0.76 | 186% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -6.745 | -6.533 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 19.9B | 1% |
| Annual Yield % from dividends | 0.73 | 0.94 | 77% |
| Returns for 1 year | -4.62 | -12.36 | 37% |
| Returns for 3 years | -22.43 | -4.90 | 458% |
| Returns for 5 years | 13.42 | 50.36 | 27% |
| Returns for 10 years | -34.20 | 26.40 | -130% |
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