Interact to see
Advertisement
Advertisement
JMVSX vs JVMCX
JMVSX vs JVMCX Comparison
Open Charts JMVSX vs JVMCX
JPMorgan Mid Cap Value I
Price$35.28
Change-$0.77 (-2.14%)
VolumeN/A
Net Assets12.62B
JHancock Disciplined Value Mid Cap C
Price$25.52
Change-$0.57 (-2.18%)
VolumeN/A
Net Assets21.79B
JMVSX vs JVMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. JVMCX commentary
May 23, 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: 21.8B vs. JMVSX (12.6B). JMVSX pays higher dividends than JVMCX: JMVSX (0.87) vs JVMCX (0.00). JMVSX was incepted earlier than JVMCX: JMVSX (24 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 : -3.78 vs. JVMCX (-5.78). JVMCX return over 5 years is better than : 54.86 vs. JMVSX (25.76).
| JMVSX | JVMCX | JMVSX / JVMCX | |
| Total Expense Ratio | 0.84 | 1.87 | 45% |
| Annual Report Gross Expense Ratio | 0.94 | 1.88 | 50% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 0.222 | 3.123 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 21.8B | 58% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -3.78 | -5.78 | 66% |
| Returns for 3 years | -1.24 | 9.69 | -13% |
| Returns for 5 years | 25.76 | 54.86 | 47% |
| Returns for 10 years | 1.03 | 25.15 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IBTH | 22.35 | -0.01 | -0.04% |
| iShares iBonds Dec 2027 Term Tr ETF | |||
| DFCA | 49.09 | -0.07 | -0.14% |
| Dimensional California Municipal Bd ETF | |||
| BWG | 8.16 | -0.03 | -0.37% |
| BrandywineGLOBAL Global Income Opportunities Fund | |||
| FEIG | 40.01 | -0.35 | -0.86% |
| FlexShares ESG&Clmt Invm Grd Corp Cr Idx | |||
| WDNA | 12.32 | -0.41 | -3.23% |
| WisdomTree BioRevolution ETF | |||