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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$38.09
Change-$0.36 (-0.94%)
VolumeN/A
Net Assets12.29B
JHancock Disciplined Value Mid Cap R2
Price$30.10
Change-$0.26 (-0.86%)
VolumeN/A
Net Assets24.23B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Sep 14, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. JMVRX (12.3B). JMVRX pays higher dividends than JVMSX: JMVRX (0.92) vs JVMSX (0.40). JMVRX was incepted earlier than JVMSX: JMVRX (9 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVRX (0.79). JVMSX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 3.08 vs. JMVRX (-3.00). JVMSX return over 5 years is better than : 56.05 vs. JMVRX (18.70).
| JMVRX | JVMSX | JMVRX / JVMSX | |
| Total Expense Ratio | 0.70 | 1.24 | 56% |
| Annual Report Gross Expense Ratio | 0.79 | 1.25 | 63% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.901 | 12.272 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.2B | 51% |
| Annual Yield % from dividends | 0.92 | 0.40 | 229% |
| Returns for 1 year | -3.00 | 3.08 | -97% |
| Returns for 3 years | 2.11 | 22.41 | 9% |
| Returns for 5 years | 18.70 | 56.05 | 33% |
| Returns for 10 years | N/A | 54.74 | - |
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