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JAMCX vs JVMAX
JAMCX vs JVMAX Comparison
Open Charts JAMCX vs JVMAX
JPMorgan Mid Cap Value A
Price$31.57
Change-$4.65 (-12.84%)
VolumeN/A
Net Assets11.36B
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
JAMCX vs JVMAX Comparison Chart in %
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JAMCX vs. JVMAX commentary
Feb 04, 2026
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 JAMCX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. JAMCX (11.4B). JAMCX pays higher dividends than JVMAX: JAMCX (0.64) vs JVMAX (0.52). JAMCX was incepted earlier than JVMAX: JAMCX (25 years) vs JVMAX (29 years). JAMCX (1.21) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. JAMCX (39.00). JAMCX (5%) and JVMAX (5%) have equivalent initial investment costs. JAMCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 4.15 vs. JAMCX (-11.66). JVMAX return over 5 years is better than : 19.61 vs. JAMCX (-13.73).
| JAMCX | JVMAX | JAMCX / JVMAX | |
| Total Expense Ratio | 1.09 | 1.10 | 99% |
| Annual Report Gross Expense Ratio | 1.21 | 1.11 | 109% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 4.260 | 5.161 | 83% |
| Front Load | 5% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.64 | 0.52 | 122% |
| Returns for 1 year | -11.66 | 4.15 | -281% |
| Returns for 3 years | -9.29 | 9.50 | -98% |
| Returns for 5 years | -13.73 | 19.61 | -70% |
| Returns for 10 years | 8.16 | 70.92 | 12% |
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