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JAMCX vs JVMSX
JAMCX vs JVMSX Comparison
Open Charts JAMCX vs JVMSX
JPMorgan Mid Cap Value A
Price$30.75
Change-$0.19 (-0.61%)
VolumeN/A
Net Assets11.66B
JHancock Disciplined Value Mid Cap R2
Price$30.37
Change-$0.21 (-0.69%)
VolumeN/A
Net Assets24.75B
JAMCX vs JVMSX Comparison Chart in %
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JAMCX vs. JVMSX commentary
Dec 14, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.7B vs. JAMCX (11.7B). JAMCX pays higher dividends than JVMSX: JAMCX (0.60) vs JVMSX (0.40). JAMCX was incepted earlier than JVMSX: JAMCX (25 years) vs JVMSX (14 years). JVMSX (1.25) and JAMCX (1.21) have similar cost to investors . JVMSX is a more actively managed with annual turnover of: 49.00 vs. JAMCX (39.00). JVMSX has a lower initial minimum investment than JAMCX: JVMSX (0) vs JAMCX (1000). JVMSX annual gain was more profitable for investors over the last year : -2.21 vs. JAMCX (-23.94). JVMSX return over 5 years is better than : 34.25 vs. JAMCX (-10.94).
| JAMCX | JVMSX | JAMCX / JVMSX | |
| Total Expense Ratio | 1.09 | 1.24 | 88% |
| Annual Report Gross Expense Ratio | 1.21 | 1.25 | 97% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -12.152 | 14.062 | -86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 24.7B | 47% |
| Annual Yield % from dividends | 0.60 | 0.40 | 153% |
| Returns for 1 year | -23.94 | -2.21 | 1,083% |
| Returns for 3 years | -17.03 | 18.68 | -91% |
| Returns for 5 years | -10.94 | 34.25 | -32% |
| Returns for 10 years | -0.84 | 56.73 | -1% |
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