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JMVRX vs JVMTX
JMVRX vs JVMTX Comparison
Open Charts JMVRX vs JVMTX
JPMorgan Mid Cap Value R5
Price$37.71
Change-$0.15 (-0.40%)
VolumeN/A
Net AssetsN/A
JHancock Disciplined Value Mid Cap R4
Price$30.09
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets24.35B
JMVRX vs JVMTX Comparison Chart in %
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JMVRX vs. JVMTX commentary
Sep 17, 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 Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JMVRX pays higher dividends than JVMTX: JMVRX (0.92) vs JVMTX (0.62). JMVRX was incepted earlier than JVMTX: JMVRX (9 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than JMVRX (0.79). JVMTX is a more actively managed with annual turnover of: 49.00 vs. JMVRX (28.00). JMVRX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 1.12 vs. JMVRX (-5.38). JVMTX return over 5 years is better than : 53.53 vs. JMVRX (15.00).
| JMVRX | JVMTX | JMVRX / JVMTX | |
| Total Expense Ratio | 0.70 | 0.99 | 71% |
| Annual Report Gross Expense Ratio | 0.79 | 1.10 | 72% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 3.273 | 12.077 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 24.3B | - |
| Annual Yield % from dividends | 0.92 | 0.62 | 148% |
| Returns for 1 year | -5.38 | 1.12 | -478% |
| Returns for 3 years | 3.83 | 25.30 | 15% |
| Returns for 5 years | 15.00 | 53.53 | 28% |
| Returns for 10 years | N/A | 58.64 | - |
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