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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JPMorgan Mid Cap Value R2
Price$33.71
Change+$0.29 (+0.87%)
VolumeN/A
Net Assets12.44B
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
JMVZX vs JVMRX Comparison Chart in %
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JMVZX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. JMVZX (12.4B). JVMRX pays higher dividends than JMVZX: JVMRX (0.84) vs JMVZX (0.48). 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 (28.00). 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 : 2.98 vs. JMVZX (-4.48). JVMRX return over 5 years is better than : 55.35 vs. JMVZX (8.14).
| 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 | 3.915 | 12.027 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 24.3B | 51% |
| Annual Yield % from dividends | 0.48 | 0.84 | 57% |
| Returns for 1 year | -4.48 | 2.98 | -150% |
| Returns for 3 years | 0.26 | 25.16 | 1% |
| Returns for 5 years | 8.14 | 55.35 | 15% |
| Returns for 10 years | 2.77 | 59.50 | 5% |
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