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JMVYX vs JVMTX
JMVYX vs JVMTX Comparison
Open Charts JMVYX vs JVMTX
JPMorgan Mid Cap Value R6
Price$37.43
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets11.67B
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.44B
JMVYX vs JVMTX Comparison Chart in %
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JMVYX vs. JVMTX commentary
Nov 20, 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 Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. JMVYX (11.7B). JMVYX pays higher dividends than JVMTX: JMVYX (1.02) vs JVMTX (0.63). JMVYX was incepted earlier than JVMTX: JMVYX (9 years) vs JVMTX (12 years). JVMTX (1.10) is less costly to investors than JMVYX (0.69). JVMTX is a more actively managed with annual turnover of: 49.00 vs. JMVYX (39.00). JVMTX has a lower initial minimum investment than JMVYX: JVMTX (0) vs JMVYX (15000000). JVMTX annual gain was more profitable for investors over the last year : -7.14 vs. JMVYX (-11.25). JVMTX return over 5 years is better than : 30.97 vs. JMVYX (2.44).
| JMVYX | JVMTX | JMVYX / JVMTX | |
| Total Expense Ratio | 0.60 | 0.99 | 61% |
| Annual Report Gross Expense Ratio | 0.69 | 1.10 | 63% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 1.934 | 7.507 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 23.4B | 50% |
| Annual Yield % from dividends | 1.02 | 0.63 | 163% |
| Returns for 1 year | -11.25 | -7.14 | 158% |
| Returns for 3 years | -1.47 | 12.20 | -12% |
| Returns for 5 years | 2.44 | 30.97 | 8% |
| Returns for 10 years | N/A | 43.58 | - |
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