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IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$13.51
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets244.74M
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. IJPMX (245M). JVMRX pays higher dividends than IJPMX: JVMRX (0.86) vs IJPMX (0.70). 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 : 0.90 vs. IJPMX (-9.40). JVMRX return over 5 years is better than : 53.09 vs. IJPMX (3.97).
| IJPMX | JVMRX | IJPMX / JVMRX | |
| Total Expense Ratio | 1.25 | 0.74 | 169% |
| Annual Report Gross Expense Ratio | 1.40 | 0.75 | 187% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -11.247 | 11.507 | -98% |
| 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 | 0.70 | 0.86 | 81% |
| Returns for 1 year | -9.40 | 0.90 | -1,043% |
| Returns for 3 years | -5.86 | 20.98 | -28% |
| Returns for 5 years | 3.97 | 53.09 | 7% |
| Returns for 10 years | -22.35 | 58.84 | -38% |
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