JMVYX
Price
$37.07
Change
-$0.05 (-0.13%)
Updated
Aug 7 closing price
Net Assets
12.23B
JVMRX
Price
$28.90
Change
-$0.17 (-0.58%)
Updated
Aug 7 closing price
Net Assets
23.32B
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JMVYX vs JVMRX

Header iconJMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRXBanner chart's image
JPMorgan Mid Cap Value R6
Price$37.07
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets12.23B
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
JMVYX vs JVMRX Comparison Chart in %
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JMVYX vs. JVMRX commentary
Aug 08, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. JMVYX (12.2B). 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 (0.76) 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 : 4.38 vs. JMVYX (-0.73). JVMRX return over 5 years is better than : 51.76 vs. JMVYX (14.24).
JMVYXJVMRXJMVYX / JVMRX
Total Expense Ratio0.600.7580%
Annual Report Gross Expense Ratio0.690.7691%
Fund Existence9 years14 years-
Gain YTD1.0897.90614%
Front LoadN/AN/A-
Min. Initial Investment1500000010000001,500%
Min. Initial Investment IRAN/AN/A-
Net Assets12.2B23.3B52%
Annual Yield % from dividends1.030.86119%
Returns for 1 year-0.734.38-17%
Returns for 3 years-1.9616.07-12%
Returns for 5 years14.2451.7628%
Returns for 10 yearsN/A44.89-
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