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JMVRX vs JVMAX
JMVRX vs JVMAX Comparison
Open Charts JMVRX vs JVMAX
JPMorgan Mid Cap Value R5
Price$37.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets12.27B
JHancock Disciplined Value Mid Cap A
Price$28.38
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets24.35B
JMVRX vs JVMAX Comparison Chart in %
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JMVRX vs. JVMAX 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 JMVRX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. JMVRX (12.3B). JMVRX pays higher dividends than JVMAX: JMVRX (0.92) vs JVMAX (0.55). JMVRX was incepted earlier than JVMAX: JMVRX (9 years) vs JVMAX (28 years). JVMAX (1.11) is less costly to investors than JMVRX (0.79). JVMAX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMAX: JMVRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -0.23 vs. JMVRX (-6.03). JVMAX return over 5 years is better than : 52.89 vs. JMVRX (16.06).
| JMVRX | JVMAX | JMVRX / JVMAX | |
| Total Expense Ratio | 0.70 | 1.10 | 64% |
| Annual Report Gross Expense Ratio | 0.79 | 1.11 | 71% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.864 | 11.684 | 25% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.3B | 51% |
| Annual Yield % from dividends | 0.92 | 0.55 | 166% |
| Returns for 1 year | -6.03 | -0.23 | 2,593% |
| Returns for 3 years | 3.42 | 23.44 | 15% |
| Returns for 5 years | 16.06 | 52.89 | 30% |
| Returns for 10 years | N/A | 53.55 | - |
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