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JMVPX vs JVMAX
JMVPX vs JVMAX Comparison
Open Charts JMVPX vs JVMAX
JPMorgan Mid Cap Value R3
Price$35.60
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets12.8B
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
JMVPX vs JVMAX Comparison Chart in %
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JMVPX vs. JVMAX commentary
Jul 07, 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 JMVPX is a Buy and JVMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. JMVPX (12.8B). JMVPX pays higher dividends than JVMAX: JMVPX (0.64) vs JVMAX (0.58). JMVPX was incepted earlier than JVMAX: JMVPX (9 years) vs JVMAX (28 years). JMVPX (1.19) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. JMVPX (28.00). 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 : 2.59 vs. JMVPX (1.96). JVMAX return over 5 years is better than : 59.32 vs. JMVPX (19.12).
| JMVPX | JVMAX | JMVPX / JVMAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.19 | 1.13 | 105% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.742 | 8.301 | 33% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.6B | 57% |
| Annual Yield % from dividends | 0.64 | 0.58 | 112% |
| Returns for 1 year | 1.96 | 2.59 | 76% |
| Returns for 3 years | 3.74 | 22.00 | 17% |
| Returns for 5 years | 19.12 | 59.32 | 32% |
| Returns for 10 years | N/A | 42.63 | - |
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