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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$37.01
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
JMVSX vs JVMRX Comparison Chart in %
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JMVSX vs. JVMRX commentary
Jul 06, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. JMVSX (12.8B). JVMRX pays higher dividends than JMVSX: JVMRX (0.88) vs JMVSX (0.83). 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: 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 : 3.59 vs. JMVSX (2.63). JVMRX return over 5 years is better than : 63.32 vs. JMVSX (22.10).
| 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 | 2.891 | 8.500 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.83 | 0.88 | 95% |
| Returns for 1 year | 2.63 | 3.59 | 73% |
| Returns for 3 years | 5.23 | 24.14 | 22% |
| Returns for 5 years | 22.10 | 63.32 | 35% |
| Returns for 10 years | 5.62 | 49.30 | 11% |
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