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JMVZX vs JVMCX
JMVZX vs JVMCX Comparison
Open Charts JMVZX vs JVMCX
JPMorgan Mid Cap Value R2
Price$32.76
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets11.67B
JHancock Disciplined Value Mid Cap C
Price$27.01
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets23.48B
JMVZX vs JVMCX Comparison Chart in %
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JMVZX vs. JVMCX 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 JMVZX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.5B vs. JMVZX (11.7B). JMVZX pays higher dividends than JVMCX: JMVZX (0.49) 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 (39.00). 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 : -7.96 vs. JMVZX (-13.08). JVMCX return over 5 years is better than : 26.91 vs. JMVZX (-4.87).
| 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 | 0.986 | 6.877 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 23.5B | 50% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | -13.08 | -7.96 | 164% |
| Returns for 3 years | -6.09 | 9.36 | -65% |
| Returns for 5 years | -4.87 | 26.91 | -18% |
| Returns for 10 years | -1.85 | 32.70 | -6% |
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