JMVSX
Price
$36.96
Change
+$0.17 (+0.46%)
Updated
Oct 17 closing price
Net Assets
12B
JVMRX
Price
$29.59
Change
+$0.13 (+0.44%)
Updated
Oct 17 closing price
Net Assets
23.85B
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JMVSX vs JVMRX

Header iconJMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRXBanner chart's image
JPMorgan Mid Cap Value I
Price$36.96
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets12B
JHancock Disciplined Value Mid Cap R6
Price$29.59
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
JMVSX vs JVMRX Comparison Chart in %
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JMVSX vs. JVMRX commentary
Oct 19, 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.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. JMVSX (12B). JVMRX (0.84) and JMVSX (0.81) 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 (39.00). JMVSX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -4.79 vs. JMVSX (-9.69). JVMRX return over 5 years is better than : 47.93 vs. JMVSX (10.65).
JMVSXJVMRXJMVSX / JVMRX
Total Expense Ratio0.840.74114%
Annual Report Gross Expense Ratio0.940.75125%
Fund Existence24 years14 years-
Gain YTD2.7529.83728%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12B23.9B50%
Annual Yield % from dividends0.810.8497%
Returns for 1 year-9.69-4.79202%
Returns for 3 years5.7725.6223%
Returns for 5 years10.6547.9322%
Returns for 10 years9.2352.4018%
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