Interact to see
Advertisement
Advertisement
JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$37.72
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets12.27B
JHancock Disciplined Value Mid Cap R6
Price$30.16
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets24.35B
JMVRX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. JMVRX (12.3B). JMVRX pays higher dividends than JVMRX: JMVRX (0.92) vs JVMRX (0.84). JMVRX was incepted earlier than JVMRX: JMVRX (9 years) vs JVMRX (14 years). JMVRX (0.79) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMRX: JMVRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 0.73 vs. JMVRX (-6.03). JVMRX return over 5 years is better than : 56.71 vs. JMVRX (16.06).
| JMVRX | JVMRX | JMVRX / JVMRX | |
| Total Expense Ratio | 0.70 | 0.74 | 95% |
| Annual Report Gross Expense Ratio | 0.79 | 0.75 | 105% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.864 | 11.990 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.3B | 51% |
| Annual Yield % from dividends | 0.92 | 0.84 | 109% |
| Returns for 1 year | -6.03 | 0.73 | -821% |
| Returns for 3 years | 3.42 | 25.62 | 13% |
| Returns for 5 years | 16.06 | 56.71 | 28% |
| Returns for 10 years | N/A | 60.74 | - |
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 % |
| IGF | 60.72 | 0.01 | +0.02% |
| iShares Global Infrastructure ETF | |||
| GJS | 22.87 | N/A | N/A |
| Synthetic Fixed-Income Securities STRATS 2006-2 Goldman Sachs Group | |||
| JHMU | 26.11 | N/A | -0.02% |
| JHancock Dynamic Municipal Bond ETF | |||
| JIVE | 75.26 | -0.22 | -0.29% |
| JPMorgan International Value ETF | |||
| OCCI | 5.79 | -0.14 | -2.36% |
| OFS Credit Company | |||