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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$34.39
Change+$0.49 (+1.45%)
VolumeN/A
Net Assets11.98B
JHancock Disciplined Value Mid Cap R6
Price$25.65
Change+$0.44 (+1.75%)
VolumeN/A
Net Assets19.84B
JMVSX vs JVMRX Comparison Chart
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JMVSX vs. JVMRX commentary
Apr 25, 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: 19.8B vs. JMVSX (12B). JVMRX pays higher dividends than JMVSX: JVMRX (0.94) vs JMVSX (0.85). 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 : -7.07 vs. JVMRX (-10.81). JVMRX return over 5 years is better than : 54.49 vs. JMVSX (22.45).
| 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 | -5.755 | -6.422 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 19.8B | 61% |
| Annual Yield % from dividends | 0.85 | 0.94 | 91% |
| Returns for 1 year | -7.07 | -10.81 | 65% |
| Returns for 3 years | -13.65 | -4.15 | 329% |
| Returns for 5 years | 22.45 | 54.49 | 41% |
| Returns for 10 years | -4.00 | 26.37 | -15% |
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