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JMVZX vs JVMSX
JMVZX vs JVMSX Comparison
Open Charts JMVZX vs JVMSX
JPMorgan Mid Cap Value R2
Price$31.41
Change-$0.09 (-0.29%)
VolumeN/A
Net Assets12.26B
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
JMVZX vs JVMSX Comparison Chart
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JMVZX vs. JVMSX commentary
May 11, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. JMVZX (12.3B). JMVZX pays higher dividends than JVMSX: JMVZX (0.51) vs JVMSX (0.46). JMVZX was incepted earlier than JVMSX: JMVZX (17 years) vs JVMSX (13 years). JMVZX (1.46) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. JMVZX (28.00). JMVZX (0) and JVMSX (0) have matching initial minimum investment requirements. JMVZX (-7.91) and JVMSX (-8.06) have marching annual gain over last year. JVMSX return over 5 years is better than : 52.90 vs. JMVZX (14.18).
| JMVZX | JVMSX | JMVZX / JVMSX | |
| Total Expense Ratio | 1.35 | 1.25 | 108% |
| Annual Report Gross Expense Ratio | 1.46 | 1.26 | 116% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | -3.175 | -1.156 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 20.9B | 59% |
| Annual Yield % from dividends | 0.51 | 0.46 | 112% |
| Returns for 1 year | -7.91 | -8.06 | 98% |
| Returns for 3 years | -8.87 | 6.19 | -143% |
| Returns for 5 years | 14.18 | 52.90 | 27% |
| Returns for 10 years | -9.41 | 30.02 | -31% |
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