JMVRX
Price
$37.48
Change
+$0.40 (+1.08%)
Updated
Jul 17 closing price
Net Assets
12.53B
JVMSX
Price
$28.87
Change
+$0.30 (+1.05%)
Updated
Jul 17 closing price
Net Assets
22.33B
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JMVRX vs JVMSX

Header iconJMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSXBanner chart's image
JPMorgan Mid Cap Value R5
Price$37.48
Change+$0.40 (+1.08%)
VolumeN/A
Net Assets12.53B
JHancock Disciplined Value Mid Cap R2
Price$28.87
Change+$0.30 (+1.05%)
VolumeN/A
Net Assets22.33B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Jul 18, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.3B vs. JMVRX (12.5B). JMVRX pays higher dividends than JVMSX: JMVRX (0.95) vs JVMSX (0.42). 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: 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 : -2.89 vs. JMVRX (-3.58). JVMSX return over 5 years is better than : 53.14 vs. JMVRX (18.23).
JMVRXJVMSXJMVRX / JVMSX
Total Expense Ratio0.701.2556%
Annual Report Gross Expense Ratio0.791.2663%
Fund Existence9 years13 years-
Gain YTD1.1466.56517%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B22.3B56%
Annual Yield % from dividends0.950.42227%
Returns for 1 year-3.58-2.89124%
Returns for 3 years4.9021.8322%
Returns for 5 years18.2353.1434%
Returns for 10 yearsN/A40.86-
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