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IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$15.53
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets243.11M
JHancock Disciplined Value Mid Cap R4
Price$29.03
Change+$0.31 (+1.08%)
VolumeN/A
Net Assets22.33B
IJPMX vs JVMTX Comparison Chart in %
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IJPMX vs. JVMTX 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.3B vs. IJPMX (243M). IJPMX pays higher dividends than JVMTX: IJPMX (0.71) vs JVMTX (0.65). IJPMX was incepted earlier than JVMTX: IJPMX (16 years) vs JVMTX (12 years). IJPMX (1.40) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 49.00 vs. IJPMX (25.00). IJPMX (0) and JVMTX (0) have matching initial minimum investment requirements. IJPMX annual gain was more profitable for investors over the last year : 0.35 vs. JVMTX (-2.60). JVMTX return over 5 years is better than : 54.54 vs. IJPMX (13.21).
| IJPMX | JVMTX | IJPMX / JVMTX | |
| Total Expense Ratio | 1.25 | 1.00 | 125% |
| Annual Report Gross Expense Ratio | 1.40 | 1.11 | 126% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 0.655 | 6.726 | 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 | 0.65 | 110% |
| Returns for 1 year | 0.35 | -2.60 | -13% |
| Returns for 3 years | -5.61 | 22.53 | -25% |
| Returns for 5 years | 13.21 | 54.54 | 24% |
| Returns for 10 years | -28.29 | 43.22 | -65% |
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