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JMVPX vs JVMSX
JMVPX vs JVMSX Comparison
Open Charts JMVPX vs JVMSX
JPMorgan Mid Cap Value R3
Price$33.57
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
JMVPX vs JVMSX Comparison Chart
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JMVPX 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 JMVPX is a Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. JMVPX (12.3B). JMVPX pays higher dividends than JVMSX: JMVPX (0.67) vs JVMSX (0.46). JMVPX was incepted earlier than JVMSX: JMVPX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JMVPX (1.19). JVMSX is a more actively managed with annual turnover of: 47.00 vs. JMVPX (28.00). JMVPX (0) and JVMSX (0) have matching initial minimum investment requirements. JMVPX annual gain was more profitable for investors over the last year : -7.05 vs. JVMSX (-8.06). JVMSX return over 5 years is better than : 52.90 vs. JMVPX (18.32).
| JMVPX | JVMSX | JMVPX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.25 | 88% |
| Annual Report Gross Expense Ratio | 1.19 | 1.26 | 94% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -3.117 | -1.156 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.9B | 59% |
| Annual Yield % from dividends | 0.67 | 0.46 | 147% |
| Returns for 1 year | -7.05 | -8.06 | 88% |
| Returns for 3 years | -6.92 | 6.19 | -112% |
| Returns for 5 years | 18.32 | 52.90 | 35% |
| Returns for 10 years | N/A | 30.02 | - |
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