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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-$0.13 (-0.34%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R2
Price$29.68
Change-$0.20 (-0.67%)
VolumeN/A
Net Assets24.26B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Oct 08, 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: 24.3B 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 : -0.92 vs. JMVRX (-5.06). JVMSX return over 5 years is better than : 47.57 vs. JMVRX (12.91).
| 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 | 4.255 | 11.451 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 24.3B | 51% |
| Annual Yield % from dividends | 0.92 | 0.40 | 231% |
| Returns for 1 year | -5.06 | -0.92 | 553% |
| Returns for 3 years | 10.84 | 29.38 | 37% |
| Returns for 5 years | 12.91 | 47.57 | 27% |
| Returns for 10 years | N/A | 51.10 | - |
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