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JAMCX vs JVMIX
JAMCX vs JVMIX Comparison
Open Charts JAMCX vs JVMIX
JPMorgan Mid Cap Value A
Price$36.39
Change-$0.21 (-0.57%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap I
Price$29.35
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets23.06B
JAMCX vs JVMIX Comparison Chart in %
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JAMCX vs. JVMIX commentary
Jul 29, 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 JAMCX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. JAMCX (12.7B). JVMIX pays higher dividends than JAMCX: JVMIX (0.78) vs JAMCX (0.63). JAMCX was incepted earlier than JVMIX: JAMCX (24 years) vs JVMIX (28 years). JAMCX (1.19) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. JAMCX (28.00). JAMCX has a lower initial minimum investment than JVMIX: JAMCX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -0.60 vs. JAMCX (-2.71). JVMIX return over 5 years is better than : 55.52 vs. JAMCX (14.89).
| JAMCX | JVMIX | JAMCX / JVMIX | |
| Total Expense Ratio | 1.09 | 0.87 | 125% |
| Annual Report Gross Expense Ratio | 1.19 | 0.88 | 135% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.322 | 8.905 | 37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.63 | 0.78 | 81% |
| Returns for 1 year | -2.71 | -0.60 | 454% |
| Returns for 3 years | -1.56 | 16.35 | -10% |
| Returns for 5 years | 14.89 | 55.52 | 27% |
| Returns for 10 years | 2.62 | 47.21 | 6% |
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