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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$38.26
Change+$0.33 (+0.87%)
VolumeN/A
Net Assets12.44B
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
JMVRX vs JVMRX Comparison Chart in %
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JMVRX vs. JVMRX commentary
Sep 06, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. JMVRX (12.4B). 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 : 2.98 vs. JMVRX (-2.62). JVMRX return over 5 years is better than : 55.35 vs. JMVRX (16.35).
| 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 | 4.364 | 12.027 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.3B | 51% |
| Annual Yield % from dividends | 0.92 | 0.84 | 109% |
| Returns for 1 year | -2.62 | 2.98 | -88% |
| Returns for 3 years | 4.65 | 25.16 | 18% |
| Returns for 5 years | 16.35 | 55.35 | 30% |
| Returns for 10 years | N/A | 59.50 | - |
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