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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$37.24
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets11.67B
JHancock Disciplined Value Mid Cap R2
Price$28.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Nov 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: 23.5B vs. JMVRX (11.7B). JMVRX pays higher dividends than JVMSX: JMVRX (0.94) vs JVMSX (0.41). 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 : -6.83 vs. JMVRX (-11.38). JVMSX return over 5 years is better than : 31.03 vs. JMVRX (2.40).
| 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 | 1.582 | 7.460 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 23.5B | 50% |
| Annual Yield % from dividends | 0.94 | 0.41 | 231% |
| Returns for 1 year | -11.38 | -6.83 | 166% |
| Returns for 3 years | -1.96 | 11.77 | -17% |
| Returns for 5 years | 2.40 | 31.03 | 8% |
| Returns for 10 years | N/A | 41.49 | - |
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