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JAMCX vs JVMIX
JAMCX vs JVMIX Comparison
Open Charts JAMCX vs JVMIX
JPMorgan Mid Cap Value A
Price$31.57
Change-$4.65 (-12.84%)
VolumeN/A
Net Assets11.36B
JHancock Disciplined Value Mid Cap I
Price$28.90
Change-$0.80 (-2.69%)
VolumeN/A
Net Assets24.66B
JAMCX vs JVMIX Comparison Chart in %
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JAMCX vs. JVMIX 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.7B vs. JAMCX (11.4B). JVMIX pays higher dividends than JAMCX: JVMIX (0.72) vs JAMCX (0.64). JAMCX was incepted earlier than JVMIX: JAMCX (25 years) vs JVMIX (29 years). JAMCX (1.21) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. JAMCX (39.00). 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 : 4.96 vs. JAMCX (-11.66). JVMIX return over 5 years is better than : 23.04 vs. JAMCX (-13.73).
| JAMCX | JVMIX | JAMCX / JVMIX | |
| Total Expense Ratio | 1.09 | 0.85 | 128% |
| Annual Report Gross Expense Ratio | 1.21 | 0.86 | 141% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 4.260 | 5.206 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.64 | 0.72 | 89% |
| Returns for 1 year | -11.66 | 4.96 | -235% |
| Returns for 3 years | -9.29 | 11.72 | -79% |
| Returns for 5 years | -13.73 | 23.04 | -60% |
| Returns for 10 years | 8.16 | 78.79 | 10% |
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