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FLMVX vs JVMSX
FLMVX vs JVMSX Comparison
Open Charts FLMVX vs JVMSX
JPMorgan Mid Cap Value L
Price$35.66
Change-$0.10 (-0.28%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
FLMVX vs JVMSX Comparison Chart
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FLMVX vs. JVMSX commentary
May 11, 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 FLMVX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. FLMVX (12.3B). FLMVX pays higher dividends than JVMSX: FLMVX (0.98) vs JVMSX (0.46). FLMVX was incepted earlier than JVMSX: FLMVX (28 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than FLMVX (0.79). JVMSX is a more actively managed with annual turnover of: 47.00 vs. FLMVX (28.00). JVMSX has a lower initial minimum investment than FLMVX: JVMSX (0) vs FLMVX (3000000). FLMVX annual gain was more profitable for investors over the last year : -6.10 vs. JVMSX (-8.06). JVMSX return over 5 years is better than : 52.90 vs. FLMVX (23.10).
| FLMVX | JVMSX | FLMVX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.79 | 1.26 | 63% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | -2.966 | -1.156 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.9B | 59% |
| Annual Yield % from dividends | 0.98 | 0.46 | 214% |
| Returns for 1 year | -6.10 | -8.06 | 76% |
| Returns for 3 years | -4.84 | 6.19 | -78% |
| Returns for 5 years | 23.10 | 52.90 | 44% |
| Returns for 10 years | 1.62 | 30.02 | 5% |
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