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IJPMX vs JVMSX
IJPMX vs JVMSX Comparison
Open Charts IJPMX vs JVMSX
VY® JPMorgan Mid Cap Value S2
Price$15.53
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets243.11M
JHancock Disciplined Value Mid Cap R2
Price$28.87
Change+$0.30 (+1.05%)
VolumeN/A
Net Assets22.33B
IJPMX vs JVMSX Comparison Chart in %
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IJPMX vs. JVMSX commentary
Jul 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.3B vs. IJPMX (243M). IJPMX pays higher dividends than JVMSX: IJPMX (0.71) vs JVMSX (0.42). 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: 49.00 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 : 0.35 vs. JVMSX (-2.89). JVMSX return over 5 years is better than : 53.14 vs. IJPMX (13.21).
| 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 | 0.655 | 6.565 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 22.3B | 1% |
| Annual Yield % from dividends | 0.71 | 0.42 | 170% |
| Returns for 1 year | 0.35 | -2.89 | -12% |
| Returns for 3 years | -5.61 | 21.83 | -26% |
| Returns for 5 years | 13.21 | 53.14 | 25% |
| Returns for 10 years | -28.29 | 40.86 | -69% |
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