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JMVSX vs JVMAX
JMVSX vs JVMAX Comparison
Open Charts JMVSX vs JVMAX
JPMorgan Mid Cap Value I
Price$34.03
Change-$1.63 (-4.57%)
VolumeN/A
Net Assets12.72B
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
JMVSX vs JVMAX Comparison Chart
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JMVSX vs. JVMAX commentary
Apr 04, 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: 21.4B vs. JMVSX (12.7B). JMVSX pays higher dividends than JVMAX: JMVSX (0.85) vs JVMAX (0.61). JMVSX was incepted earlier than JVMAX: JMVSX (23 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 : -5.88 vs. JVMAX (-8.70). JVMAX return over 5 years is better than : 86.30 vs. JMVSX (47.66).
| JMVSX | JVMAX | JMVSX / JVMAX | |
| Total Expense Ratio | 0.84 | 1.12 | 75% |
| Annual Report Gross Expense Ratio | 0.94 | 1.13 | 83% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -1.724 | -0.118 | 1,460% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 21.4B | 59% |
| Annual Yield % from dividends | 0.85 | 0.61 | 139% |
| Returns for 1 year | -5.88 | -8.70 | 68% |
| Returns for 3 years | -11.03 | -2.01 | 549% |
| Returns for 5 years | 47.66 | 86.30 | 55% |
| Returns for 10 years | -0.86 | 28.82 | -3% |
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