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JMVPX vs JVMAX
JMVPX vs JVMAX Comparison
Open Charts JMVPX vs JVMAX
JPMorgan Mid Cap Value R3
Price$30.93
Change-$4.70 (-13.19%)
VolumeN/A
Net Assets11.37B
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
JMVPX vs JVMAX Comparison Chart in %
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JMVPX vs. JVMAX 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 JMVPX is a Hold and JVMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. JMVPX (11.4B). JMVPX pays higher dividends than JVMAX: JMVPX (0.68) vs JVMAX (0.52). JMVPX was incepted earlier than JVMAX: JMVPX (9 years) vs JVMAX (29 years). JMVPX (1.20) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. JMVPX (39.00). JMVPX has a lower initial minimum investment than JVMAX: JMVPX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 4.15 vs. JMVPX (-11.98). JVMAX return over 5 years is better than : 19.61 vs. JMVPX (-14.53).
| JMVPX | JVMAX | JMVPX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.10 | 100% |
| Annual Report Gross Expense Ratio | 1.20 | 1.11 | 108% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 4.247 | 5.161 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 24.7B | 46% |
| Annual Yield % from dividends | 0.68 | 0.52 | 130% |
| Returns for 1 year | -11.98 | 4.15 | -288% |
| Returns for 3 years | -9.85 | 9.50 | -104% |
| Returns for 5 years | -14.53 | 19.61 | -74% |
| Returns for 10 years | N/A | 70.92 | - |
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