JMVRX
Price
$37.52
Change
+$0.01 (+0.03%)
Updated
Jul 9 closing price
Net Assets
12.71B
JVMAX
Price
$27.49
Change
+$0.11 (+0.40%)
Updated
Jul 9 closing price
Net Assets
22.5B
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JMVRX vs JVMAX

Header iconJMVRX vs JVMAX Comparison
Open Charts JMVRX vs JVMAXBanner chart's image
JPMorgan Mid Cap Value R5
Price$37.52
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets12.71B
JHancock Disciplined Value Mid Cap A
Price$27.49
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets22.5B
JMVRX vs JVMAX Comparison Chart in %
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JMVRX vs. JVMAX commentary
Jul 10, 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 StrongBuy and JVMAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. JMVRX (12.7B). JMVRX pays higher dividends than JVMAX: JMVRX (0.95) vs JVMAX (0.58). JMVRX was incepted earlier than JVMAX: JMVRX (9 years) vs JVMAX (28 years). JVMAX (1.13) 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 (2.86) and JMVRX (2.74) have marching annual gain over last year. JVMAX return over 5 years is better than : 60.84 vs. JMVRX (24.59).
JMVRXJVMAXJMVRX / JVMAX
Total Expense Ratio0.701.1262%
Annual Report Gross Expense Ratio0.791.1370%
Fund Existence9 years28 years-
Gain YTD2.3197.71030%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B22.5B56%
Annual Yield % from dividends0.950.58165%
Returns for 1 year2.742.8696%
Returns for 3 years5.6221.0727%
Returns for 5 years24.5960.8440%
Returns for 10 yearsN/A41.49-
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