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FLMVX vs JVMSX
FLMVX vs JVMSX Comparison
Open Charts FLMVX vs JVMSX
JPMorgan Mid Cap Value L
Price$32.30
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets11.56B
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
FLMVX vs JVMSX Comparison Chart in %
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FLMVX vs. JVMSX commentary
Dec 28, 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 FLMVX is a Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. FLMVX (11.6B). FLMVX pays higher dividends than JVMSX: FLMVX (0.90) vs JVMSX (0.40). FLMVX was incepted earlier than JVMSX: FLMVX (28 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than FLMVX (0.79). JVMSX is a more actively managed with annual turnover of: 49.00 vs. FLMVX (39.00). JVMSX has a lower initial minimum investment than FLMVX: JVMSX (0) vs FLMVX (3000000). JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. FLMVX (-13.31). JVMSX return over 5 years is better than : 22.25 vs. FLMVX (-8.79).
| FLMVX | JVMSX | FLMVX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.79 | 1.25 | 63% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -12.109 | 3.506 | -345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 23.9B | 49% |
| Annual Yield % from dividends | 0.90 | 0.40 | 227% |
| Returns for 1 year | -13.31 | 2.29 | -583% |
| Returns for 3 years | -3.94 | 15.22 | -26% |
| Returns for 5 years | -8.79 | 22.25 | -40% |
| Returns for 10 years | 1.78 | 46.26 | 4% |
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