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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$37.58
Change-$0.24 (-0.63%)
VolumeN/A
Net Assets12.45B
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.76B
JMVRX vs JVMRX Comparison Chart in %
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JMVRX vs. JVMRX commentary
Aug 16, 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: 23.8B vs. JMVRX (12.4B). JMVRX pays higher dividends than JVMRX: JMVRX (0.94) vs JVMRX (0.86). JMVRX was incepted earlier than JVMRX: JMVRX (9 years) vs JVMRX (14 years). JMVRX (0.79) and JVMRX (0.76) have similar cost to investors . 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 : 1.62 vs. JMVRX (-2.29). JVMRX return over 5 years is better than : 51.75 vs. JMVRX (14.78).
| JMVRX | JVMRX | JMVRX / JVMRX | |
| Total Expense Ratio | 0.70 | 0.75 | 93% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.164 | 9.874 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.8B | 52% |
| Annual Yield % from dividends | 0.94 | 0.86 | 109% |
| Returns for 1 year | -2.29 | 1.62 | -141% |
| Returns for 3 years | -4.67 | 13.01 | -36% |
| Returns for 5 years | 14.78 | 51.75 | 29% |
| Returns for 10 years | N/A | 47.26 | - |
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