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JAMCX vs JVMSX
JAMCX vs JVMSX Comparison
Open Charts JAMCX vs JVMSX
JPMorgan Mid Cap Value A
Price$34.44
Change-$0.47 (-1.35%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JAMCX vs JVMSX Comparison Chart
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JAMCX vs. JVMSX commentary
Jun 15, 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 JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. JAMCX (12.2B). JAMCX pays higher dividends than JVMSX: JAMCX (0.64) vs JVMSX (0.43). JAMCX was incepted earlier than JVMSX: JAMCX (24 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JAMCX (1.19). JVMSX is a more actively managed with annual turnover of: 47.00 vs. JAMCX (28.00). 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 : -3.29 vs. JAMCX (-3.73). JVMSX return over 5 years is better than : 50.13 vs. JAMCX (13.61).
| JAMCX | JVMSX | JAMCX / JVMSX | |
| Total Expense Ratio | 1.09 | 1.25 | 87% |
| Annual Report Gross Expense Ratio | 1.19 | 1.26 | 94% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -2.215 | 2.313 | -96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.64 | 0.43 | 148% |
| Returns for 1 year | -3.73 | -3.29 | 113% |
| Returns for 3 years | -0.20 | 15.80 | -1% |
| Returns for 5 years | 13.61 | 50.13 | 27% |
| Returns for 10 years | -3.44 | 33.43 | -10% |
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