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IJPMX vs JVMSX
IJPMX vs JVMSX Comparison
Open Charts IJPMX vs JVMSX
VY® JPMorgan Mid Cap Value S2
Price$15.09
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets240.2M
JHancock Disciplined Value Mid Cap R2
Price$27.66
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
IJPMX vs JVMSX Comparison Chart
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IJPMX vs. JVMSX commentary
Jun 07, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. IJPMX (240M). IJPMX pays higher dividends than JVMSX: IJPMX (0.73) vs JVMSX (0.43). IJPMX was incepted earlier than JVMSX: IJPMX (16 years) vs JVMSX (13 years). IJPMX (1.40) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. IJPMX (25.00). IJPMX (0) and JVMSX (0) have matching initial minimum investment requirements. IJPMX annual gain was more profitable for investors over the last year : 1.01 vs. JVMSX (-3.54). JVMSX return over 5 years is better than : 37.71 vs. IJPMX (3.51).
| IJPMX | JVMSX | IJPMX / JVMSX | |
| Total Expense Ratio | 1.25 | 1.25 | 100% |
| Annual Report Gross Expense Ratio | 1.40 | 1.26 | 111% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | -2.030 | 2.126 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 21.5B | 1% |
| Annual Yield % from dividends | 0.73 | 0.43 | 168% |
| Returns for 1 year | 1.01 | -3.54 | -29% |
| Returns for 3 years | -17.76 | 3.67 | -484% |
| Returns for 5 years | 3.51 | 37.71 | 9% |
| Returns for 10 years | -29.93 | 34.21 | -87% |
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