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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JPMorgan Mid Cap Value R5
Price$35.68
Change+$0.27 (+0.76%)
VolumeN/A
Net Assets12.22B
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
JMVRX vs JVMSX Comparison Chart
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JMVRX vs. JVMSX commentary
May 09, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. JMVRX (12.2B). JMVRX pays higher dividends than JVMSX: JMVRX (0.99) vs JVMSX (0.46). JMVRX was incepted earlier than JVMSX: JMVRX (9 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JMVRX (0.79). JVMSX is a more actively managed with annual turnover of: 47.00 vs. JMVRX (28.00). JMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JMVRX annual gain was more profitable for investors over the last year : -6.00 vs. JVMSX (-8.45). JVMSX return over 5 years is better than : 50.94 vs. JMVRX (21.76).
| JMVRX | JVMSX | JMVRX / JVMSX | |
| Total Expense Ratio | 0.70 | 1.25 | 56% |
| Annual Report Gross Expense Ratio | 0.79 | 1.26 | 63% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -3.846 | -2.424 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 20.6B | 59% |
| Annual Yield % from dividends | 0.99 | 0.46 | 217% |
| Returns for 1 year | -6.00 | -8.45 | 71% |
| Returns for 3 years | -8.63 | 4.66 | -185% |
| Returns for 5 years | 21.76 | 50.94 | 43% |
| Returns for 10 years | N/A | 27.80 | - |
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