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JAMCX vs JVMRX
JAMCX vs JVMRX Comparison
Open Charts JAMCX vs JVMRX
JPMorgan Mid Cap Value A
Price$36.63
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets12.44B
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
JAMCX vs JVMRX Comparison Chart in %
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JAMCX vs. JVMRX commentary
Sep 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 JAMCX is a StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. JAMCX (12.4B). JVMRX pays higher dividends than JAMCX: JVMRX (0.84) vs JAMCX (0.61). JAMCX was incepted earlier than JVMRX: JAMCX (24 years) vs JVMRX (14 years). JAMCX (1.19) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JAMCX (28.00). JAMCX has a lower initial minimum investment than JVMRX: JAMCX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.98 vs. JAMCX (-3.42). JVMRX return over 5 years is better than : 55.35 vs. JAMCX (12.77).
| JAMCX | JVMRX | JAMCX / JVMRX | |
| Total Expense Ratio | 1.09 | 0.74 | 147% |
| Annual Report Gross Expense Ratio | 1.19 | 0.75 | 159% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.089 | 12.027 | 34% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.3B | 51% |
| Annual Yield % from dividends | 0.61 | 0.84 | 72% |
| Returns for 1 year | -3.42 | 2.98 | -115% |
| Returns for 3 years | 2.86 | 25.16 | 11% |
| Returns for 5 years | 12.77 | 55.35 | 23% |
| Returns for 10 years | 9.26 | 59.50 | 16% |
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