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JMVYX vs JVMRX
JMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRX
JPMorgan Mid Cap Value R6
Price$38.32
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets12.5B
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
JMVYX vs JVMRX Comparison Chart in %
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JMVYX vs. JVMRX commentary
Aug 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 JMVYX is a StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24B vs. JMVYX (12.5B). JMVYX pays higher dividends than JVMRX: JMVYX (1.03) vs JVMRX (0.86). JMVYX was incepted earlier than JVMRX: JMVYX (9 years) vs JVMRX (14 years). JVMRX (0.75) 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 : 0.90 vs. JMVYX (-3.19). JVMRX return over 5 years is better than : 53.09 vs. JMVYX (16.59).
| JMVYX | JVMRX | JMVYX / JVMRX | |
| Total Expense Ratio | 0.60 | 0.74 | 81% |
| Annual Report Gross Expense Ratio | 0.69 | 0.75 | 92% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 4.657 | 11.507 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 24B | 52% |
| Annual Yield % from dividends | 1.03 | 0.86 | 119% |
| Returns for 1 year | -3.19 | 0.90 | -354% |
| Returns for 3 years | 2.42 | 20.98 | 12% |
| Returns for 5 years | 16.59 | 53.09 | 31% |
| Returns for 10 years | N/A | 58.84 | - |
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