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JCMVX vs JVMAX
JCMVX vs JVMAX Comparison
Open Charts JCMVX vs JVMAX
JPMorgan Mid Cap Value C
Price$29.09
Change-$4.71 (-13.93%)
VolumeN/A
Net Assets11.37B
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
JCMVX vs JVMAX Comparison Chart in %
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JCMVX vs. JVMAX 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 JCMVX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. JCMVX (11.4B). JVMAX pays higher dividends than JCMVX: JVMAX (0.52) vs JCMVX (0.28). JCMVX was incepted earlier than JVMAX: JCMVX (25 years) vs JVMAX (29 years). JCMVX (1.71) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. JCMVX (39.00). JCMVX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 4.15 vs. JCMVX (-13.43). JVMAX return over 5 years is better than : 19.61 vs. JCMVX (-18.57).
| JCMVX | JVMAX | JCMVX / JVMAX | |
| Total Expense Ratio | 1.59 | 1.10 | 145% |
| Annual Report Gross Expense Ratio | 1.71 | 1.11 | 154% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 4.191 | 5.161 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.28 | 0.52 | 53% |
| Returns for 1 year | -13.43 | 4.15 | -323% |
| Returns for 3 years | -12.90 | 9.50 | -136% |
| Returns for 5 years | -18.57 | 19.61 | -95% |
| Returns for 10 years | -1.07 | 70.92 | -2% |
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