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JMVYX vs JVMRX
JMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRX
JPMorgan Mid Cap Value R6
Price$37.61
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets12.66B
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.58B
JMVYX vs JVMRX Comparison Chart in %
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JMVYX vs. JVMRX commentary
Jul 19, 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: 22.6B vs. JMVYX (12.7B). JMVYX pays higher dividends than JVMRX: JMVYX (1.04) vs JVMRX (0.88). 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 : -1.34 vs. JMVYX (-2.44). JVMRX return over 5 years is better than : 57.40 vs. JMVYX (20.04).
| 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 | 2.260 | 7.981 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 22.6B | 56% |
| Annual Yield % from dividends | 1.04 | 0.88 | 118% |
| Returns for 1 year | -2.44 | -1.34 | 182% |
| Returns for 3 years | 6.26 | 24.48 | 26% |
| Returns for 5 years | 20.04 | 57.40 | 35% |
| Returns for 10 years | N/A | 46.94 | - |
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