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IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$13.15
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets181.53M
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX commentary
Nov 20, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. IJPMX (182M). JVMRX pays higher dividends than IJPMX: JVMRX (0.85) vs IJPMX (0.76). 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 : -6.35 vs. IJPMX (-16.69). JVMRX return over 5 years is better than : 33.25 vs. IJPMX (-8.18).
| 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 | -13.671 | 7.906 | -173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 23.5B | 1% |
| Annual Yield % from dividends | 0.76 | 0.85 | 89% |
| Returns for 1 year | -16.69 | -6.35 | 263% |
| Returns for 3 years | -9.29 | 12.97 | -72% |
| Returns for 5 years | -8.18 | 33.25 | -25% |
| Returns for 10 years | -25.66 | 46.00 | -56% |
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