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JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$36.63
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets12.27B
JHancock Disciplined Value Mid Cap R2
Price$29.90
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
JMVQX vs JVMSX Comparison Chart in %
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JMVQX vs. JVMSX commentary
Sep 18, 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 JMVQX is a Hold and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. JMVQX (12.3B). JMVQX pays higher dividends than JVMSX: JMVQX (0.80) vs JVMSX (0.40). JMVQX was incepted earlier than JVMSX: JMVQX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVQX (0.94). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVQX (28.00). JMVQX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.18 vs. JMVQX (-6.47). JVMSX return over 5 years is better than : 54.04 vs. JMVQX (14.10).
| JMVQX | JVMSX | JMVQX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.94 | 1.25 | 75% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.750 | 11.563 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.3B | 51% |
| Annual Yield % from dividends | 0.80 | 0.40 | 200% |
| Returns for 1 year | -6.47 | 0.18 | -3,675% |
| Returns for 3 years | 2.40 | 24.24 | 10% |
| Returns for 5 years | 14.10 | 54.04 | 26% |
| Returns for 10 years | N/A | 55.64 | - |
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