Interact to see
Advertisement
Advertisement
JAMCX vs JVMSX
JAMCX vs JVMSX Comparison
Open Charts JAMCX vs JVMSX
JPMorgan Mid Cap Value A
Price$36.01
Change-$0.24 (-0.66%)
VolumeN/A
Net Assets12.36B
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
JAMCX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAMCX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. JAMCX (12.4B). JAMCX pays higher dividends than JVMSX: JAMCX (0.62) vs JVMSX (0.41). 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: 49.00 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 : 0.34 vs. JAMCX (-3.70). JVMSX return over 5 years is better than : 48.09 vs. JAMCX (10.51).
| 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 | 2.243 | 8.728 | 26% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 23.6B | 53% |
| Annual Yield % from dividends | 0.62 | 0.41 | 151% |
| Returns for 1 year | -3.70 | 0.34 | -1,086% |
| Returns for 3 years | -6.92 | 10.96 | -63% |
| Returns for 5 years | 10.51 | 48.09 | 22% |
| Returns for 10 years | 0.82 | 41.60 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers