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IJPMX vs JVMTX
IJPMX vs JVMTX Comparison
Open Charts IJPMX vs JVMTX
VY® JPMorgan Mid Cap Value S2
Price$14.55
Change+$0.21 (+1.46%)
VolumeN/A
Net Assets233.54M
JHancock Disciplined Value Mid Cap R4
Price$25.60
Change+$0.43 (+1.71%)
VolumeN/A
Net Assets19.84B
IJPMX vs JVMTX Comparison Chart
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IJPMX vs. JVMTX commentary
Apr 25, 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: 19.8B vs. IJPMX (234M). IJPMX (0.73) and JVMTX (0.69) have matching dividends . IJPMX was incepted earlier than JVMTX: IJPMX (16 years) vs JVMTX (12 years). IJPMX (1.41) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. IJPMX (10.00). IJPMX (0) and JVMTX (0) have matching initial minimum investment requirements. IJPMX annual gain was more profitable for investors over the last year : -2.92 vs. JVMTX (-11.04). JVMTX return over 5 years is better than : 53.25 vs. IJPMX (18.77).
| IJPMX | JVMTX | IJPMX / JVMTX | |
| Total Expense Ratio | 1.25 | 1.00 | 125% |
| Annual Report Gross Expense Ratio | 1.41 | 1.11 | 127% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | -6.090 | -6.466 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 19.8B | 1% |
| Annual Yield % from dividends | 0.73 | 0.69 | 105% |
| Returns for 1 year | -2.92 | -11.04 | 26% |
| Returns for 3 years | -21.84 | -4.64 | 471% |
| Returns for 5 years | 18.77 | 53.25 | 35% |
| Returns for 10 years | -33.22 | 24.44 | -136% |
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