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JMVRX vs JVMTX
JMVRX vs JVMTX Comparison
Open Charts JMVRX vs JVMTX
JPMorgan Mid Cap Value R5
Price$37.51
Change-$0.23 (-0.61%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap R4
Price$29.07
Change-$0.21 (-0.72%)
VolumeN/A
Net Assets22.57B
JMVRX vs JVMTX Comparison Chart in %
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JMVRX vs. JVMTX commentary
Jul 14, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. JMVRX (12.7B). JMVRX pays higher dividends than JVMTX: JMVRX (0.95) vs JVMTX (0.65). JMVRX was incepted earlier than JVMTX: JMVRX (9 years) vs JVMTX (12 years). JVMTX (1.11) 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 : 1.04 vs. JMVRX (0.22). JVMTX return over 5 years is better than : 63.87 vs. JMVRX (24.59).
| JMVRX | JVMTX | JMVRX / JVMTX | |
| Total Expense Ratio | 0.70 | 1.00 | 70% |
| Annual Report Gross Expense Ratio | 0.79 | 1.11 | 71% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 2.319 | 8.027 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 22.6B | 56% |
| Annual Yield % from dividends | 0.95 | 0.65 | 146% |
| Returns for 1 year | 0.22 | 1.04 | 21% |
| Returns for 3 years | 6.29 | 24.28 | 26% |
| Returns for 5 years | 24.59 | 63.87 | 38% |
| Returns for 10 years | N/A | 44.41 | - |
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