IJPMX
Price
$13.26
Change
-$0.10 (-0.75%)
Updated
Sep 25 closing price
Net Assets
189.6M
JVMRX
Price
$29.81
Change
-$0.25 (-0.83%)
Updated
Sep 25 closing price
Net Assets
24.2B
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IJPMX vs JVMRX

Header iconIJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRXBanner chart's image
VY® JPMorgan Mid Cap Value S2
Price$13.26
Change-$0.10 (-0.75%)
VolumeN/A
Net Assets189.6M
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX commentary
Sep 26, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. IJPMX (190M). JVMRX pays higher dividends than IJPMX: JVMRX (0.84) vs IJPMX (0.74). IJPMX was incepted earlier than JVMRX: IJPMX (17 years) vs JVMRX (14 years). IJPMX (1.40) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. IJPMX (25.00). IJPMX has a lower initial minimum investment than JVMRX: IJPMX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -0.10 vs. IJPMX (-11.90). JVMRX return over 5 years is better than : 62.22 vs. IJPMX (8.28).
IJPMXJVMRXIJPMX / JVMRX
Total Expense Ratio1.250.74169%
Annual Report Gross Expense Ratio1.400.75187%
Fund Existence17 years14 years-
Gain YTD-12.49211.581-108%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets190M24.2B1%
Annual Yield % from dividends0.740.8488%
Returns for 1 year-11.90-0.1012,470%
Returns for 3 years2.8134.688%
Returns for 5 years8.2862.2213%
Returns for 10 years-19.3966.13-29%
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