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IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$13.32
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets185.85M
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.74B
IJPMX vs JVMRX Comparison Chart in %
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IJPMX vs. JVMRX commentary
Oct 18, 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: 23.7B vs. IJPMX (186M). 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 : -5.21 vs. IJPMX (-15.44). JVMRX return over 5 years is better than : 47.28 vs. IJPMX (-0.10).
| 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 | -13.147 | 9.354 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 23.7B | 1% |
| Annual Yield % from dividends | 0.74 | 0.84 | 89% |
| Returns for 1 year | -15.44 | -5.21 | 296% |
| Returns for 3 years | -2.02 | 25.07 | -8% |
| Returns for 5 years | -0.10 | 47.28 | -0% |
| Returns for 10 years | -24.89 | 51.73 | -48% |
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