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JCMVX vs JVMTX
JCMVX vs JVMTX Comparison
Open Charts JCMVX vs JVMTX
JPMorgan Mid Cap Value C
Price$29.09
Change-$4.71 (-13.93%)
VolumeN/A
Net Assets11.37B
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
JCMVX vs JVMTX Comparison Chart in %
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JCMVX vs. JVMTX commentary
Feb 05, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. JCMVX (11.4B). JVMTX pays higher dividends than JCMVX: JVMTX (0.60) vs JCMVX (0.28). JCMVX was incepted earlier than JVMTX: JCMVX (25 years) vs JVMTX (13 years). JCMVX (1.71) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. JCMVX (39.00). JVMTX has a lower initial minimum investment than JCMVX: JVMTX (0) vs JCMVX (1000). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. JCMVX (-13.43). JVMTX return over 5 years is better than : 22.28 vs. JCMVX (-18.57).
| JCMVX | JVMTX | JCMVX / JVMTX | |
| Total Expense Ratio | 1.59 | 0.99 | 161% |
| Annual Report Gross Expense Ratio | 1.71 | 1.10 | 155% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 4.191 | 5.177 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.28 | 0.60 | 47% |
| Returns for 1 year | -13.43 | 4.79 | -280% |
| Returns for 3 years | -12.90 | 11.22 | -115% |
| Returns for 5 years | -18.57 | 22.28 | -83% |
| Returns for 10 years | -1.07 | 76.80 | -1% |
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