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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$32.76
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets11.67B
JHancock Disciplined Value Mid Cap R6
Price$29.04
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
JMVZX vs JVMRX Comparison Chart in %
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JMVZX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. JMVZX (11.7B). JVMRX pays higher dividends than JMVZX: JVMRX (0.85) vs JMVZX (0.49). JMVZX was incepted earlier than JVMRX: JMVZX (17 years) vs JVMRX (14 years). JMVZX (1.46) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. JMVZX (39.00). JMVZX has a lower initial minimum investment than JVMRX: JMVZX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -6.35 vs. JMVZX (-13.08). JVMRX return over 5 years is better than : 33.25 vs. JMVZX (-4.87).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.46 | 0.75 | 195% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 0.986 | 7.906 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 23.5B | 50% |
| Annual Yield % from dividends | 0.49 | 0.85 | 57% |
| Returns for 1 year | -13.08 | -6.35 | 206% |
| Returns for 3 years | -6.09 | 12.97 | -47% |
| Returns for 5 years | -4.87 | 33.25 | -15% |
| Returns for 10 years | -1.85 | 46.00 | -4% |
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