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JMVZX vs JVMCX
JMVZX vs JVMCX Comparison
Open Charts JMVZX vs JVMCX
JPMorgan Mid Cap Value R2
Price$33.71
Change+$0.29 (+0.87%)
VolumeN/A
Net Assets12.44B
JHancock Disciplined Value Mid Cap C
Price$28.15
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets24.3B
JMVZX vs JVMCX Comparison Chart in %
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JMVZX vs. JVMCX commentary
Sep 06, 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 JMVZX is a StrongBuy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. JMVZX (12.4B). JMVZX pays higher dividends than JVMCX: JMVZX (0.48) vs JVMCX (0.00). JMVZX was incepted earlier than JVMCX: JMVZX (17 years) vs JVMCX (14 years). JVMCX (1.86) is less costly to investors than JMVZX (1.46). JVMCX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (28.00). JMVZX has a lower initial minimum investment than JVMCX: JMVZX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 1.15 vs. JMVZX (-4.48). JVMCX return over 5 years is better than : 47.92 vs. JMVZX (8.14).
| JMVZX | JVMCX | JMVZX / JVMCX | |
| Total Expense Ratio | 1.35 | 1.85 | 73% |
| Annual Report Gross Expense Ratio | 1.46 | 1.86 | 78% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 3.915 | 11.186 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.3B | 51% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -4.48 | 1.15 | -390% |
| Returns for 3 years | 0.26 | 21.16 | 1% |
| Returns for 5 years | 8.14 | 47.92 | 17% |
| Returns for 10 years | 2.77 | 44.95 | 6% |
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