Interact to see
Advertisement
Advertisement
JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$36.79
Change-$0.27 (-0.73%)
VolumeN/A
Net Assets12.2B
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
JMVSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. JMVSX (12.2B). JVMRX (0.84) and JMVSX (0.80) have matching dividends . JMVSX was incepted earlier than JVMRX: JMVSX (24 years) vs JVMRX (14 years). JMVSX (0.94) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVSX (28.00). JMVSX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -0.10 vs. JMVSX (-6.36). JVMRX return over 5 years is better than : 62.22 vs. JMVSX (19.31).
| JMVSX | JVMRX | JMVSX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.030 | 11.581 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 24.2B | 50% |
| Annual Yield % from dividends | 0.80 | 0.84 | 96% |
| Returns for 1 year | -6.36 | -0.10 | 6,667% |
| Returns for 3 years | 10.38 | 34.68 | 30% |
| Returns for 5 years | 19.31 | 62.22 | 31% |
| Returns for 10 years | 16.66 | 66.13 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers