JMVRX
Price
$37.74
Change
+$0.22 (+0.59%)
Updated
Jul 10 closing price
Net Assets
12.7B
JVMSX
Price
$29.13
Change
+$0.16 (+0.55%)
Updated
Jul 10 closing price
Net Assets
22.6B
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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$37.74
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets12.7B
JHancock Disciplined Value Mid Cap R2
Price$29.13
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets22.6B
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Jul 11, 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: 22.6B vs. JMVRX (12.7B). 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 : 2.57 vs. JMVRX (1.80). JVMSX return over 5 years is better than : 62.70 vs. JMVRX (24.62).
JMVRXJVMSXJMVRX / JVMSX
Total Expense Ratio0.701.2556%
Annual Report Gross Expense Ratio0.791.2663%
Fund Existence9 years13 years-
Gain YTD2.3468.05729%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B22.6B56%
Annual Yield % from dividends0.950.42227%
Returns for 1 year1.802.5770%
Returns for 3 years6.3223.4827%
Returns for 5 years24.6262.7039%
Returns for 10 yearsN/A42.83-
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