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JMVSX vs JVMCX
JMVSX vs JVMCX Comparison
Open Charts JMVSX vs JVMCX
JPMorgan Mid Cap Value I
Price$36.79
Change-$0.27 (-0.73%)
VolumeN/A
Net Assets12.2B
JHancock Disciplined Value Mid Cap C
Price$27.78
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets24.2B
JMVSX vs JVMCX Comparison Chart in %
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JMVSX vs. JVMCX commentary
Sep 26, 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 Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. JMVSX (12.2B). JMVSX pays higher dividends than JVMCX: JMVSX (0.80) vs JVMCX (0.00). JMVSX was incepted earlier than JVMCX: JMVSX (24 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than JMVSX (0.94). JVMCX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (28.00). JVMCX has a lower initial minimum investment than JMVSX: JVMCX (1000) vs JMVSX (1000000). JVMCX annual gain was more profitable for investors over the last year : -1.82 vs. JMVSX (-6.36). JVMCX return over 5 years is better than : 54.43 vs. JMVSX (19.31).
| JMVSX | JVMCX | JMVSX / JVMCX | |
| Total Expense Ratio | 0.84 | 1.85 | 45% |
| Annual Report Gross Expense Ratio | 0.94 | 1.86 | 51% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.030 | 10.711 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 24.2B | 50% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -6.36 | -1.82 | 349% |
| Returns for 3 years | 10.38 | 30.42 | 34% |
| Returns for 5 years | 19.31 | 54.43 | 35% |
| Returns for 10 years | 16.66 | 51.02 | 33% |
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