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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$37.71
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets12B
JHancock Disciplined Value Mid Cap R2
Price$29.33
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets23.85B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Oct 20, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. JMVRX (12B). 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 (39.00). JMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -5.30 vs. JMVRX (-9.40). JVMSX return over 5 years is better than : 45.42 vs. JMVRX (12.10).
| 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 | 2.864 | 9.399 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 23.9B | 50% |
| Annual Yield % from dividends | 0.92 | 0.40 | 231% |
| Returns for 1 year | -9.40 | -5.30 | 177% |
| Returns for 3 years | 6.53 | 24.28 | 27% |
| Returns for 5 years | 12.10 | 45.42 | 27% |
| Returns for 10 years | N/A | 47.59 | - |
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