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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$35.17
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets12.62B
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.79B
JMVSX vs JVMRX Comparison Chart
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JMVSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.8B vs. JMVSX (12.6B). JVMRX pays higher dividends than JMVSX: JVMRX (0.96) vs JMVSX (0.87). JMVSX was incepted earlier than JVMRX: JMVSX (24 years) vs JVMRX (14 years). JMVSX (0.94) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. JMVSX (28.00). JMVSX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JMVSX annual gain was more profitable for investors over the last year : -3.78 vs. JVMRX (-4.12). JVMRX return over 5 years is better than : 62.66 vs. JMVSX (25.76).
| JMVSX | JVMRX | JMVSX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.75 | 112% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 0.222 | 3.526 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 21.8B | 58% |
| Annual Yield % from dividends | 0.87 | 0.96 | 90% |
| Returns for 1 year | -3.78 | -4.12 | 92% |
| Returns for 3 years | -1.24 | 13.26 | -9% |
| Returns for 5 years | 25.76 | 62.66 | 41% |
| Returns for 10 years | 1.03 | 37.64 | 3% |
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