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JAMCX vs JVMRX
JAMCX vs JVMRX Comparison
Open Charts JAMCX vs JVMRX
JPMorgan Mid Cap Value A
Price$36.01
Change-$0.24 (-0.66%)
VolumeN/A
Net Assets12.45B
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
JAMCX vs JVMRX Comparison Chart in %
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JAMCX vs. JVMRX commentary
Aug 17, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. JAMCX (12.4B). JVMRX pays higher dividends than JAMCX: JVMRX (0.86) vs JAMCX (0.62). JAMCX was incepted earlier than JVMRX: JAMCX (24 years) vs JVMRX (14 years). JAMCX (1.19) is less costly to investors than JVMRX (0.76). 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 : 0.87 vs. JAMCX (-3.06). JVMRX return over 5 years is better than : 50.62 vs. JAMCX (11.24).
| JAMCX | JVMRX | JAMCX / JVMRX | |
| Total Expense Ratio | 1.09 | 0.75 | 145% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 2.924 | 9.057 | 32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.62 | 0.86 | 72% |
| Returns for 1 year | -3.06 | 0.87 | -353% |
| Returns for 3 years | -6.30 | 12.17 | -52% |
| Returns for 5 years | 11.24 | 50.62 | 22% |
| Returns for 10 years | 1.50 | 46.16 | 3% |
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