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JMVYX vs JVMRX
JMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRX
JPMorgan Mid Cap Value R6
Price$36.47
Change+$0.33 (+0.91%)
VolumeN/A
Net Assets12.32B
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
JMVYX vs JVMRX Comparison Chart
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JMVYX vs. JVMRX commentary
Jun 07, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. JMVYX (12.3B). 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: 47.00 vs. JMVYX (28.00). JVMRX has a lower initial minimum investment than JMVYX: JVMRX (1000000) vs JMVYX (15000000). JMVYX (-2.91) and JVMRX (-2.97) have marching annual gain over last year. JVMRX return over 5 years is better than : 40.13 vs. JMVYX (8.42).
| 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 | -1.580 | 2.376 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 21.5B | 57% |
| Annual Yield % from dividends | 1.06 | 0.91 | 116% |
| Returns for 1 year | -2.91 | -2.97 | 98% |
| Returns for 3 years | -8.32 | 4.82 | -173% |
| Returns for 5 years | 8.42 | 40.13 | 21% |
| Returns for 10 years | N/A | 38.58 | - |
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