Interact to see
Advertisement
Advertisement
JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$37.21
Change-$0.22 (-0.59%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap R6
Price$29.35
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets23.06B
JMVSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. JVMRX commentary
Jul 29, 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: 23.1B vs. JMVSX (12.7B). 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 : -0.15 vs. JMVSX (-1.69). JVMRX return over 5 years is better than : 56.59 vs. JMVSX (17.69).
| 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 | 4.059 | 9.354 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.83 | 0.88 | 95% |
| Returns for 1 year | -1.69 | -0.15 | 1,127% |
| Returns for 3 years | 0.02 | 17.03 | 0% |
| Returns for 5 years | 17.69 | 56.59 | 31% |
| Returns for 10 years | 6.22 | 48.60 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PFO | 9.21 | 0.02 | +0.17% |
| Flaherty & Crumrine Preferred and Income Opportunity Fund | |||
| DFCA | 49.02 | 0.03 | +0.06% |
| Dimensional California Municipal Bd ETF | |||
| FEBM | 29.52 | 0.01 | +0.02% |
| FT Vest U.S. Eq Max Buffr ETF - Feb | |||
| UTG | 37.50 | -0.40 | -1.06% |
| Reaves Utility Income Fund | |||
| MUSQ | 28.57 | -0.53 | -1.84% |
| MUSQ Global Music Industry Idx ETF | |||