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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$34.03
Change-$1.63 (-4.57%)
VolumeN/A
Net Assets12.72B
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
JMVSX vs JVMRX Comparison Chart
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JMVSX vs. JVMRX commentary
Apr 04, 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: 21.4B vs. JMVSX (12.7B). JVMRX pays higher dividends than JMVSX: JVMRX (0.94) vs JMVSX (0.85). JMVSX was incepted earlier than JVMRX: JMVSX (23 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 : -5.88 vs. JVMRX (-7.83). JVMRX return over 5 years is better than : 90.92 vs. JMVSX (47.66).
| JMVSX | JVMRX | JMVSX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.75 | 112% |
| Annual Report Gross Expense Ratio | 0.94 | 0.76 | 124% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -1.724 | -0.037 | 4,643% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 21.4B | 59% |
| Annual Yield % from dividends | 0.85 | 0.94 | 91% |
| Returns for 1 year | -5.88 | -7.83 | 75% |
| Returns for 3 years | -11.03 | -0.32 | 3,432% |
| Returns for 5 years | 47.66 | 90.92 | 52% |
| Returns for 10 years | -0.86 | 34.80 | -2% |
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