JMVSX
Price
$37.21
Change
-$0.22 (-0.59%)
Updated
Jul 28 closing price
Net Assets
12.69B
JVMRX
Price
$29.35
Change
-$0.11 (-0.37%)
Updated
Jul 28 closing price
Net Assets
23.06B
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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$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 %
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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.

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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).
JMVSXJVMRXJMVSX / JVMRX
Total Expense Ratio0.840.75112%
Annual Report Gross Expense Ratio0.940.76124%
Fund Existence24 years14 years-
Gain YTD4.0599.35443%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B23.1B55%
Annual Yield % from dividends0.830.8895%
Returns for 1 year-1.69-0.151,127%
Returns for 3 years0.0217.030%
Returns for 5 years17.6956.5931%
Returns for 10 years6.2248.6013%
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