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JAMCX vs JVMIX
JAMCX vs JVMIX Comparison
Open Charts JAMCX vs JVMIX
JPMorgan Mid Cap Value A
Price$36.01
Change-$0.24 (-0.66%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
JAMCX vs JVMIX Comparison Chart in %
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JAMCX vs. JVMIX commentary
Aug 18, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. JAMCX (12.4B). JVMIX pays higher dividends than JAMCX: JVMIX (0.76) vs JAMCX (0.62). 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 : 0.76 vs. JAMCX (-3.70). JVMIX return over 5 years is better than : 50.10 vs. JAMCX (10.51).
| 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 | 2.243 | 8.980 | 25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.62 | 0.76 | 82% |
| Returns for 1 year | -3.70 | 0.76 | -489% |
| Returns for 3 years | -6.92 | 11.90 | -58% |
| Returns for 5 years | 10.51 | 50.10 | 21% |
| Returns for 10 years | 0.82 | 45.29 | 2% |
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