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JMVSX vs JVMCX
JMVSX vs JVMCX Comparison
Open Charts JMVSX vs JVMCX
JPMorgan Mid Cap Value I
Price$34.03
Change-$1.63 (-4.57%)
VolumeN/A
Net Assets12.72B
JHancock Disciplined Value Mid Cap C
Price$23.82
Change-$1.40 (-5.55%)
VolumeN/A
Net Assets21.35B
JMVSX vs JVMCX Comparison Chart
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JMVSX vs. JVMCX 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 JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.4B vs. JMVSX (12.7B). JMVSX pays higher dividends than JVMCX: JMVSX (0.85) vs JVMCX (0.00). JMVSX was incepted earlier than JVMCX: JMVSX (23 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVSX (0.94). JVMCX is a more actively managed with annual turnover of: 47.00 vs. JMVSX (28.00). JVMCX has a lower initial minimum investment than JMVSX: JVMCX (1000) vs JMVSX (1000000). JMVSX annual gain was more profitable for investors over the last year : -5.88 vs. JVMCX (-9.44). JVMCX return over 5 years is better than : 81.86 vs. JMVSX (47.66).
| JMVSX | JVMCX | JMVSX / JVMCX | |
| Total Expense Ratio | 0.84 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.94 | 1.88 | 50% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -1.724 | -0.316 | 545% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -5.88 | -9.44 | 62% |
| Returns for 3 years | -11.03 | -3.54 | 311% |
| Returns for 5 years | 47.66 | 81.86 | 58% |
| Returns for 10 years | -0.86 | 22.51 | -4% |
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