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JMVYX vs JVMRX
JMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRX
JPMorgan Mid Cap Value R6
Price$36.84
Change+$0.33 (+0.90%)
VolumeN/A
Net Assets12.39B
JHancock Disciplined Value Mid Cap R6
Price$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
JMVYX vs JVMRX Comparison Chart in %
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JMVYX vs. JVMRX commentary
Jun 28, 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 JMVYX is a StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.7B vs. JMVYX (12.4B). JMVYX pays higher dividends than JVMRX: JMVYX (1.06) vs JVMRX (0.91). JMVYX was incepted earlier than JVMRX: JMVYX (9 years) vs JVMRX (14 years). JVMRX (0.76) is less costly to investors than JMVYX (0.69). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVYX (28.00). JVMRX has a lower initial minimum investment than JMVYX: JVMRX (1000000) vs JMVYX (15000000). JVMRX annual gain was more profitable for investors over the last year : -0.45 vs. JMVYX (-0.73). JVMRX return over 5 years is better than : 62.32 vs. JMVYX (24.17).
| JMVYX | JVMRX | JMVYX / JVMRX | |
| Total Expense Ratio | 0.60 | 0.75 | 80% |
| Annual Report Gross Expense Ratio | 0.69 | 0.76 | 91% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -0.572 | 4.195 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 21.7B | 57% |
| Annual Yield % from dividends | 1.06 | 0.91 | 116% |
| Returns for 1 year | -0.73 | -0.45 | 163% |
| Returns for 3 years | 1.22 | 17.41 | 7% |
| Returns for 5 years | 24.17 | 62.32 | 39% |
| Returns for 10 years | N/A | 43.93 | - |
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