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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JPMorgan Mid Cap Value I
Price$36.59
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets11.67B
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
JMVSX vs JVMRX Comparison Chart in %
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JMVSX vs. JVMRX commentary
Nov 20, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. JMVSX (11.7B). JVMRX (0.85) and JMVSX (0.82) 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 : -6.89 vs. JMVSX (-11.66). JVMRX return over 5 years is better than : 32.02 vs. JMVSX (0.67).
| JMVSX | JVMRX | JMVSX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.94 | 0.75 | 125% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 1.724 | 7.721 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 23.4B | 50% |
| Annual Yield % from dividends | 0.82 | 0.85 | 96% |
| Returns for 1 year | -11.66 | -6.89 | 169% |
| Returns for 3 years | -2.40 | 12.78 | -19% |
| Returns for 5 years | 0.67 | 32.02 | 2% |
| Returns for 10 years | 7.69 | 45.75 | 17% |
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