Interact to see
Advertisement
Advertisement
JCMVX vs JVMSX
JCMVX vs JVMSX Comparison
Open Charts JCMVX vs JVMSX
JPMorgan Mid Cap Value C
Price$32.19
Change-$0.43 (-1.32%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
JCMVX vs JVMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCMVX 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 JCMVX is a Buy and JVMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. JCMVX (12.2B). JVMSX pays higher dividends than JCMVX: JVMSX (0.43) vs JCMVX (0.14). JCMVX was incepted earlier than JVMSX: JCMVX (24 years) vs JVMSX (13 years). JCMVX (1.70) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. JCMVX (28.00). JVMSX has a lower initial minimum investment than JCMVX: JVMSX (0) vs JCMVX (1000). JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. JCMVX (-4.89). JVMSX return over 5 years is better than : 50.13 vs. JCMVX (8.56).
| JCMVX | JVMSX | JCMVX / JVMSX | |
| Total Expense Ratio | 1.59 | 1.25 | 127% |
| Annual Report Gross Expense Ratio | 1.70 | 1.26 | 135% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -2.425 | 2.313 | -105% |
| Front Load | N/A | 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 | 0.14 | 0.43 | 33% |
| Returns for 1 year | -4.89 | -3.29 | 149% |
| Returns for 3 years | -2.68 | 15.80 | -17% |
| Returns for 5 years | 8.56 | 50.13 | 17% |
| Returns for 10 years | -10.14 | 33.43 | -30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CLOB | 50.50 | -0.13 | -0.26% |
| VanEck AA-BB CLO ETF | |||
| SPYX | 49.06 | -0.55 | -1.11% |
| SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | |||
| FDRR | 52.38 | -0.64 | -1.20% |
| Fidelity Dividend ETF for Rising Rates | |||
| FICS | 39.59 | -0.62 | -1.55% |
| First Trust Intl Developed Cap Strth ETF | |||
| BUL | 46.88 | -1.00 | -2.08% |
| Pacer US Cash Cows Growth ETF | |||