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JCMVX vs JVMIX
JCMVX vs JVMIX Comparison
Open Charts JCMVX vs JVMIX
JPMorgan Mid Cap Value C
Price$34.18
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets12.69B
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
JCMVX vs JVMIX Comparison Chart in %
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JCMVX vs. JVMIX commentary
Jul 27, 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 JCMVX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. JCMVX (12.7B). JVMIX pays higher dividends than JCMVX: JVMIX (0.78) vs JCMVX (0.14). JCMVX was incepted earlier than JVMIX: JCMVX (24 years) vs JVMIX (28 years). JCMVX (1.70) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. JCMVX (28.00). JCMVX has a lower initial minimum investment than JVMIX: JCMVX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. JCMVX (-1.68). JVMIX return over 5 years is better than : 58.07 vs. JCMVX (11.94).
| JCMVX | JVMIX | JCMVX / JVMIX | |
| Total Expense Ratio | 1.59 | 0.87 | 183% |
| Annual Report Gross Expense Ratio | 1.70 | 0.88 | 193% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.607 | 9.314 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 23.1B | 55% |
| Annual Yield % from dividends | 0.14 | 0.78 | 18% |
| Returns for 1 year | -1.68 | 1.20 | -140% |
| Returns for 3 years | 0.32 | 21.47 | 1% |
| Returns for 5 years | 11.94 | 58.07 | 21% |
| Returns for 10 years | -2.91 | 50.28 | -6% |
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