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JMVSX vs JVMAX
JMVSX vs JVMAX Comparison
Open Charts JMVSX vs JVMAX
JPMorgan Mid Cap Value I
Price$34.39
Change+$0.49 (+1.45%)
VolumeN/A
Net Assets11.98B
JHancock Disciplined Value Mid Cap A
Price$24.17
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets19.84B
JMVSX vs JVMAX Comparison Chart
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JMVSX vs. JVMAX commentary
Apr 25, 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 JMVSX is a Buy and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.8B vs. JMVSX (12B). JMVSX pays higher dividends than JVMAX: JMVSX (0.85) vs JVMAX (0.61). JMVSX was incepted earlier than JVMAX: JMVSX (24 years) vs JVMAX (28 years). JVMAX (1.13) is less costly to investors than JMVSX (0.94). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVSX (28.00). JVMAX has a lower initial minimum investment than JMVSX: JVMAX (1000) vs JMVSX (1000000). JMVSX annual gain was more profitable for investors over the last year : -7.07 vs. JVMAX (-11.62). JVMAX return over 5 years is better than : 50.79 vs. JMVSX (22.45).
| JMVSX | JVMAX | JMVSX / JVMAX | |
| Total Expense Ratio | 0.84 | 1.12 | 75% |
| Annual Report Gross Expense Ratio | 0.94 | 1.13 | 83% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -5.755 | -6.491 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 19.8B | 61% |
| Annual Yield % from dividends | 0.85 | 0.61 | 139% |
| Returns for 1 year | -7.07 | -11.62 | 61% |
| Returns for 3 years | -13.65 | -5.75 | 238% |
| Returns for 5 years | 22.45 | 50.79 | 44% |
| Returns for 10 years | -4.00 | 20.78 | -19% |
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