Interact to see
Advertisement
Advertisement
JMVQX vs JVMSX
JMVQX vs JVMSX Comparison
Open Charts JMVQX vs JVMSX
JPMorgan Mid Cap Value R4
Price$36.26
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets11.67B
JHancock Disciplined Value Mid Cap R2
Price$28.81
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets23.48B
JMVQX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVQX vs. JVMSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. JMVQX (11.7B). JMVQX pays higher dividends than JVMSX: JMVQX (0.82) vs JVMSX (0.41). 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 (39.00). JMVQX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -7.41 vs. JMVQX (-11.74). JVMSX return over 5 years is better than : 29.76 vs. JMVQX (0.28).
| 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 | 1.740 | 7.236 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 23.5B | 50% |
| Annual Yield % from dividends | 0.82 | 0.41 | 202% |
| Returns for 1 year | -11.74 | -7.41 | 158% |
| Returns for 3 years | -2.66 | 11.53 | -23% |
| Returns for 5 years | 0.28 | 29.76 | 1% |
| Returns for 10 years | N/A | 41.20 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SABA | 8.72 | 0.12 | +1.40% |
| Saba Capital Income & Opportunities Fund II | |||
| SDOG | 58.97 | 0.16 | +0.27% |
| ALPS Sector Dividend Dogs ETF | |||
| DRAG | 28.63 | N/A | N/A |
| Roundhill China Dragons ETF | |||
| TAXM | 50.36 | N/A | N/A |
| Bondbloxx Ir+M Tax-Aware ETF For Massachusetts Residents | |||
| XYLG | 28.92 | -0.10 | -0.36% |
| Global X S&P 500® Covered Call & Gr ETF | |||