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JMVRX vs JVMCX
JMVRX vs JVMCX Comparison
Open Charts JMVRX vs JVMCX
JPMorgan Mid Cap Value R5
Price$37.74
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets12.7B
JHancock Disciplined Value Mid Cap C
Price$27.40
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets22.6B
JMVRX vs JVMCX Comparison Chart in %
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JMVRX vs. JVMCX commentary
Jul 11, 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. JMVRX (12.7B). JMVRX pays higher dividends than JVMCX: JMVRX (0.95) vs JVMCX (0.00). JMVRX was incepted earlier than JVMCX: JMVRX (9 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVRX (0.79). JVMCX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMCX: JMVRX (0) vs JVMCX (1000). JMVRX annual gain was more profitable for investors over the last year : 1.80 vs. JVMCX (1.34). JVMCX return over 5 years is better than : 57.69 vs. JMVRX (24.62).
| JMVRX | JVMCX | JMVRX / JVMCX | |
| Total Expense Ratio | 0.70 | 1.87 | 37% |
| Annual Report Gross Expense Ratio | 0.79 | 1.88 | 42% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.346 | 7.747 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 22.6B | 56% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 1.80 | 1.34 | 135% |
| Returns for 3 years | 6.32 | 20.85 | 30% |
| Returns for 5 years | 24.62 | 57.69 | 43% |
| Returns for 10 years | N/A | 34.04 | - |
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