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JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$37.06
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets12.2B
JHancock Disciplined Value Mid Cap R2
Price$29.82
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
JMVQX vs JVMSX Comparison Chart in %
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JMVQX vs. JVMSX commentary
Oct 09, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. JMVQX (12.2B). JMVQX pays higher dividends than JVMSX: JMVQX (0.81) 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 : -1.51 vs. JMVQX (-5.90). JVMSX return over 5 years is better than : 46.66 vs. JMVQX (10.89).
| 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 | 3.788 | 10.705 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 24.1B | 51% |
| Annual Yield % from dividends | 0.81 | 0.40 | 202% |
| Returns for 1 year | -5.90 | -1.51 | 390% |
| Returns for 3 years | 9.38 | 28.52 | 33% |
| Returns for 5 years | 10.89 | 46.66 | 23% |
| Returns for 10 years | N/A | 50.09 | - |
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