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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
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.
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).
| 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 | 1.146 | 6.565 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 22.3B | 56% |
| Annual Yield % from dividends | 0.95 | 0.42 | 227% |
| Returns for 1 year | -3.58 | -2.89 | 124% |
| Returns for 3 years | 4.90 | 21.83 | 22% |
| Returns for 5 years | 18.23 | 53.14 | 34% |
| Returns for 10 years | N/A | 40.86 | - |
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