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JMVRX vs JVMRX
JMVRX vs JVMRX Comparison
Open Charts JMVRX vs JVMRX
JPMorgan Mid Cap Value R5
Price$35.91
Change-$0.49 (-1.35%)
VolumeN/A
Net Assets12.41B
JHancock Disciplined Value Mid Cap R6
Price$27.62
Change-$0.33 (-1.18%)
VolumeN/A
Net Assets21.73B
JMVRX vs JVMRX Comparison Chart
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JMVRX vs. JVMRX commentary
Jun 15, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. JMVRX (12.4B). JMVRX pays higher dividends than JVMRX: JMVRX (0.97) vs JVMRX (0.91). 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: 47.00 vs. JMVRX (28.00). JMVRX has a lower initial minimum investment than JVMRX: JMVRX (0) vs JVMRX (1000000). JVMRX (-1.60) and JMVRX (-1.63) have marching annual gain over last year. JVMRX return over 5 years is better than : 54.49 vs. JMVRX (18.78).
| 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 | -0.709 | 3.749 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 21.7B | 57% |
| Annual Yield % from dividends | 0.97 | 0.91 | 106% |
| Returns for 1 year | -1.63 | -1.60 | 102% |
| Returns for 3 years | 2.92 | 18.46 | 16% |
| Returns for 5 years | 18.78 | 54.49 | 34% |
| Returns for 10 years | N/A | 39.38 | - |
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