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IJPMX vs JVMRX
IJPMX vs JVMRX Comparison
Open Charts IJPMX vs JVMRX
VY® JPMorgan Mid Cap Value S2
Price$15.42
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets267.83M
JHancock Disciplined Value Mid Cap R6
Price$27.50
Change-$0.48 (-1.72%)
VolumeN/A
Net Assets22.49B
IJPMX vs JVMRX Comparison Chart
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IJPMX vs. JVMRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. IJPMX (268M). JVMRX pays higher dividends than IJPMX: JVMRX (0.93) vs IJPMX (0.78). IJPMX was incepted earlier than JVMRX: IJPMX (16 years) vs JVMRX (13 years). JVMRX is a more actively managed with annual turnover of: 41.00 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 : 5.68 vs. JVMRX (0.01). JVMRX return over 5 years is better than : 27.91 vs. IJPMX (-6.56).
| IJPMX | JVMRX | IJPMX / JVMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 0.982 | 3.860 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 22.5B | 1% |
| Annual Yield % from dividends | 0.78 | 0.93 | 84% |
| Returns for 1 year | 5.68 | 0.01 | 101,893% |
| Returns for 3 years | -15.05 | 5.83 | -258% |
| Returns for 5 years | -6.56 | 27.91 | -24% |
| Returns for 10 years | -28.74 | 40.73 | -71% |
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