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JMVPX vs JVMRX
JMVPX vs JVMRX Comparison
Open Charts JMVPX vs JVMRX
JPMorgan Mid Cap Value R3
Price$34.12
Change+$0.12 (+0.35%)
VolumeN/A
Net Assets12.31B
JHancock Disciplined Value Mid Cap R6
Price$27.91
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets21.61B
JMVPX vs JVMRX Comparison Chart in %
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JMVPX vs. JVMRX commentary
Jun 22, 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 JMVPX is a StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.6B vs. JMVPX (12.3B). JVMRX pays higher dividends than JMVPX: JVMRX (0.91) vs JMVPX (0.66). JMVPX was incepted earlier than JVMRX: JMVPX (9 years) vs JVMRX (14 years). JMVPX (1.19) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVPX (28.00). JMVPX has a lower initial minimum investment than JVMRX: JMVPX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -1.64 vs. JMVPX (-3.40). JVMRX return over 5 years is better than : 53.85 vs. JMVPX (12.99).
| JMVPX | JVMRX | JMVPX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.530 | 3.601 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 21.6B | 57% |
| Annual Yield % from dividends | 0.66 | 0.91 | 72% |
| Returns for 1 year | -3.40 | -1.64 | 208% |
| Returns for 3 years | 1.52 | 20.29 | 8% |
| Returns for 5 years | 12.99 | 53.85 | 24% |
| Returns for 10 years | N/A | 38.07 | - |
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