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JMVSX vs JVMCX
JMVSX vs JVMCX Comparison
Open Charts JMVSX vs JVMCX
JPMorgan Mid Cap Value I
Price$37.21
Change-$0.22 (-0.59%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap C
Price$27.39
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets23.06B
JMVSX vs JVMCX Comparison Chart in %
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JMVSX vs. JVMCX commentary
Jul 29, 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 StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.1B vs. JMVSX (12.7B). JMVSX pays higher dividends than JVMCX: JMVSX (0.83) 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: 49.00 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 : -1.69 vs. JVMCX (-1.89). JVMCX return over 5 years is better than : 49.07 vs. JMVSX (17.69).
| 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 | 4.059 | 8.696 | 47% |
| 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 | 23.1B | 55% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | -1.69 | -1.89 | 89% |
| Returns for 3 years | 0.02 | 13.28 | 0% |
| Returns for 5 years | 17.69 | 49.07 | 36% |
| Returns for 10 years | 6.22 | 35.09 | 18% |
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